Some stuff I am reading today morning:
The assassination of Ali Larijani (Jerusalem Post)
US-Iran war is roiling commodities (Economist)
The disappearing off-ramp in Iran (Atlantic)
When IPO hype fades (BW)
NSE could be amongst top 15 cos by market cap (BT)
Oil Shocks & Indian Stocks (Calm Investor)
Using LRS for investments (Cafe Mutual)
Stock Talk: Kotak Bank (FE)
Terry Smith explains his underperformance (AM)
Research: Effect of Monsoon on Indian stock market (SSRN)
Some stuff I am reading today morning:
India puts rider to signing US trade deal (MSN)
Iran sets two conditions for India (MC)
US-Iran war can cause global food shock (FT)
Trump facing stark choices (NY Times)
Weight loss drugs set to flood India (Rediff)
Stock Talk: Gravita India (FE)
Company: Pace Digitek (Value2Wealth)
When low beta stocks stop working (Klementon)
Venture Capital doesn’t exist (Investing 101)
Why I own Gold bars (Humble $)
Some stuff I am reading today morning:
Oil prices top $100 (CNBC)
FPIs sell-off continues (Rediff)
Worst economic slump for Gulf countries (Yahoo)
Election Commission declares dates for 5 states (MC)
Upgrad to acquire Unacademy (HT)
Zimbabwe’s surprise Lithium ban (OP)
Sharp rally happens after smallcap pessimism (Nooresh Merani)
High Conviction (Microcap Club)
Enterprise adoption of AI (Kiran D)
Is Software dead? (BEP Research)
Some off beat reads for the weekend:
Iran’s Kharg Island obliterated (White House)
India’s LPG crisis (ORF)
Gulf countries are left high and dry (New Lines)
Bahrain faces the consequences (Cradle)
US miscalculation in Persia (Niti Shastra)
Indian Muslims & Global Ummah (Print)
India has lost the language of Iran (Print)
US racist backlash to Indian dancing (Carl Wheless)
Epstein’s secret war for Libya’s Billions (RT)
The myth of White South African persecution (Guardian)
Whites should demand reparations from Africans (Duchesne)
This may be the last job you have (Anand Iyer)
When something will change inside you (Slim)
1553 report on Suleiman the Magnificent (RHG)
Book Review: Zbigniew Brzezinski (London Review)
Some off beat reads for the weekend:
India firmly in US-Israel camp (Diplomat)
India had no responsibility for Iranian frigate (ForPol)
How Indian money built Islamic Republic of Iran (Swarajya)
No end game in sight (Arab News)
Stress Test for South Korea (NI)
Pakistan in a strategic bind (Cradle)
Thread: Bahrain in the crosshairs (Maryam A)
Beijing doesn’t think like Washington (Carnegie)
How Khalifa Haftar controls Libya (Guardian)
Genocide in Sudan (Walrus)
History of America’s Tariff Wars (Engelsberg)
Jews supported genocide of Armenians (TOI)
Nitish’s exit is good for Bihar (Print)
What happened to Sadhguru’s wife? (SC)
Drive: Tawang (Team BHP)