Categories
Links

Linkfest: 06 March, 2026

Some stuff I am reading today morning:

India faces cooking gas shortage (Bloomberg)

US gives India 30-day waiver to buy Russian oil (MC)

China, India race for Russian crude (OP)

Pentagon preparing for war till Sept (BS)

How Iran war will impact global economy (CNN)

Iran’s Shahed drones (CNBC)

Company: Texmaco (BI)

Stock Talk: Parag Milk (Neel Chhabra)

Stock Talk: Leela Palaces (Proinvest Nirmiti)

Microcaps are Kachra (Zen Nivesh)

Categories
Excerpts

Two Weeks

Source: Financial Times

Categories
Chart

Apple is #2 Indian Manufacturer

Source: Business Standard

Categories
Links

Linkfest: 05 March, 2026

Some stuff I am reading today morning:

15% US Tariffs to start this week (CNBC)

Russia offers oil, gas to India (MC)

INR hits all-time lows (Rediff)

Gas shortage hits Morbi (HT)

Theme: Power Stocks (FE)

Company: Cantabil Retail (BI)

GoI Vs Ambanis (BW)

US-China Summit in question (Asia Nikkei)

Interview with Dan Niles (The Market)

Why the best investors look lazy (Puneet Khurana)

Categories
Chart

Iran Can Win