Some stuff I am reading today morning:
Iran President’s Letter to Americans (MC)
Worst might not be over for Indian Equities (CNBC)
Foreign Central Banks sell US Treasuries (FT)
Airline failures loom (Bloomberg)
Indigo hikes airfares as ATF prices surge (BT)
Babus on India Inc Boards (BW)
On Jaiprakash Associates Insolvency (ML)
Will FY27 be a year for Fixed Deposits? (BS)
Nifty 50 Vs Nifty 500 Index Fund (Basu Nivesh)
Stay consistently invested (FE)
Some stuff I am reading today morning:
Trump claims US will leave Iran (Yahoo)
IRGC threatens US companies in Middle East (JPost)
Oracle has laid off 12,000 employees in India (Rediff)
The TVS Group’s Governance Crisis (ML)
HDFC’s hidden governance repricing (BW)
Gold is being spent (Vikas Sehgal)
Don’t buy land in Hyderabad (Revathi)
Small Savings Rates Apr-June 2026 (SI)
Bollywood tries to get back its glitter (FT)
Obituary: Vijaypat Singhania (Swarajya)
Some stuff I am reading today morning:
Stocks, bonds, gold all fall (CNN)
FPIs dump record 1.14 Lakh Cr of Indian stocks in March (Rediff)
UAE calls for reparations from Iran (MC)
Thread: US $9 Trillion refinancing (Vivek Gujrati)
Interview with Joerg Wuttke (The Market)
Critical minerals from recycling (ET Insights)
The Electronic Controls India never built (Swarajya)
Cash Conversion Cycle Vs Working Capital Days (Proinvest)
LPG or PNG connection? (BT)
Own Everything (F&F)
Some off beat reads for the weekend:
The Brand Age of Swiss Watches (Paul Graham)
Gulf crisis could trigger more reforms in India (FF)
China’s Technology Long Game (High Capacity)
Interview with Singapore Foreign Minister (Reuters)
The Pakistan Q in the Iran war (ForPol)
Dubai is a city built on sand (Spectator)
Afghanistan-Pakistan war escalates (Crisis)
The relentless war on Iraq (MEM)
Drones, Denial & the Northeast (FP)
Kashmir supports Iran (New Lines)
US public opinion is against Israel (Al Majalla)
Interview with late Mathematician Purnaprajna Bangere (Bhavana)
Philosophy: The Mass Man (FF)
Best countries for solo women travellers (BBC Travel)
Thread: Murder of Abu Fazl (PC)
Some stuff I am reading today morning:
Gulf states may join war against Iran (WSJ)
3 attack scenarios for US troops (CNBC)
Trump warns Iran (MC)
Iran’s escalation strategy won’t work (RAND)
Iran war is the biggest Oil shock in history (Yahoo)
Panic fuel buying in India (FE)
Why is gold crashing? (DH)
Sell side Research: MCX (HDFC Sec)
Startup Punditry has not worked (Colossus)
The Billionaire Winklevoss twins (Jaynit)