Categories
Links

Linkfest: 30 July, 2026

Some stuff I am reading today morning:

FED leaves rates unchanged (CNN)

Trump warns of fresh Iran strikes (MC)

Aramco shuts down Jazan refinery (The Street)

Thread: Incredible stock market crash in Korea (KL)

SML Mahindra to acquire Mahindra’s CV business (BW)

Shailesh Jejurikar to become P&G Chairman (Rediff)

Stock Talk: Groww (FE)

The gaming of guidance (Aswath Damodaran)

China’s commercial space boom (FT)

Marked to Make Believe (Tony Isola)

Categories
Airlines

Indigo: Higher & Higher

Source: Business Standard

Categories
Excerpts PMS

How Big is the PMS industry?

Source: Financial Express

Categories
Links

Linkfest: 29 July, 2026

Naman to my Gurus on the auspicious day of Guru Purnima

Some stuff I am reading today morning:

Iran launches surprise attack on US (CNBC)

Saudi Arabia strikes Iran-backed Iraqi militia (Arab News)

Tata Power will build India’s first private nuclear plant (OP)

Tata Realty struggles with losses (FE)

Indigo has learnt from Dec disruption (BS)

India’s persistent tyre price hikes (BW)

AI bears have the right numbers (Elliot)

SpaceX has a worthless AI business (Forbes)

Now show Japan (CS)

What 125 years of investment data tell us (BBS)

Categories
Two Wheelers

Ather: Accelerating Ahead

Source: FY2026 Annual Report of Ather Energy Ltd