Some stuff I am reading today morning:
What comes next for Israel & Iran (JPost)
Bombay High Court strikes down spectrum charges (MC)
Controversial subsidiary sale of Reliance Industries (ML)
Suzlon 2.0 (BI)
Company: Cinepolis (BW)
India is industrializing with Solar (Grist)
Nobody knows anything, SpaceX IPO edition (BP)
Foreign investors are dumping Korean stocks (CNBC)
China’s population collapse is irreversible (Rod Martin)
N Korea is the world’s most unlikely growth story (WSJ)
Source: Earnings Call of HEG Ltd
Source: Earnings Call of Black Box Ltd
Some stuff I am reading today morning:
Trump tries for deal as Iran attacks Israel (JPost)
US eyes Iranian assets for Gulf reconstruction (CNBC)
Wall Street pauses AI rally (Yahoo)
RBI measures can get $50 Billion (MC)
FPIs pulled out 43,000 Cr in first week of June (Rediff)
Related Party Transactions within Elon Musk Cos (Kludge)
Why China got rich and India didn’t (David Oks)
The Collapse of Terminal Value (Chamath Palihapitiya)
12 Profit Booking Strategies (Henrique)
Fund Manager Letters tell you if they will outperform (Klement)
Here are the most clicked items on Alpha Ideas this week:
India should win. Not with my money (Vinod Kumar)
Jyoti CNC:10,000 more (AI)
Warning signs from US stock markets (CNBC)
Adani: The Houdini of Gujarat (Economist)
The coming India Data Centre boom (AI)
JM Financial: Our time will come (AI)
Theme: Wealth Management stocks (FE)
Performance of Smallcap SIPs (AI)
India’s Oman bet looks timely (OP)
Bill Gates’s image is diminished (WSJ)