Categories
Links

Linkfest: 08 May, 2026

Some stuff I am reading today morning:

US carries out strikes in Iran (JPost)

US Equity market breadth is at its narrowest (FT)

Trade court strikes down Trump’s 10% tariffs (Yahoo)

Gold & Silver rally could resume (CNBC)

NSE’s Electronic Gold Receipts (BT)

The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)

Rift widens in Tata Trusts (Fortune)

Maharashtra’s Revenue Stress (BI)

Insider Trading in Oil Futures (Paul Krugman)

Say Hello to the Internet of AI (Om Malik)

Categories
Defence

Defence is the best Offence

Source: Business Standard

Categories
Exchange Filings

Garware: Record

Source: Exchange Filings of Garware Hi-Tech Films Ltd

Categories
ConferenceCall

Bhagyanagar: Aggressive Enough

Source: Earnings Call of Bhagyanagar India Ltd

Categories
Links

Linkfest: 07 May, 2026

Some stuff I am reading today morning:

Adani likely to settle with US regulators (BW)

Korea stock market is up 75% this year (Bloomberg)

Samsung hits $ 1 Trillion valuation (Yahoo)

Biggest Indian IPOs of 2026 (FE)

Weakening of INR (Nooresh Merani)

Deep Dive: India Solar Manufacturing (Value Quest)

Company: Orbbec (Forbes)

Don’t predict, prepare (Howard Marks)

How do you retire at 55? (Common Sense)

Obituary: Ted Turner (CNN)