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Chart Observations

Adani Power Overtakes Infosys

Source: Economic Times

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Links

Linkfest: 28 May, 2026

Some stuff I am reading today morning:

SC upholds 28% GST on online gaming (BT)

Byju’s founder faces jail in Singapore (BW)

HDFC Bank ‘camouflaged’ Crores (IE)

3 Indian origin CEOs of Trillion $ Cos (TOI)

Real estate sales slump (FE)

More US households are skipping meals (CNN)

Commodity: Aluminium (OP)

Interview with Larry McDonald (The Market)

The Lazy Man’s Momentum Strategy (AS)

Just do what you did last month (Klementon)

Categories
Observations

Korean Kraziness

Hat Tip: SC

Both SK Hynix and Samsung have market caps of more than 1 Trillion $

Categories
Chart Gold NBFCs

Muthoot: Less Gold than RBI

Source: Business Standard

Categories
Links

Linkfest: 27 May, 2026

Some stuff I am reading today morning:

Coal India OFS opens today (BT)

India is rapidly diversifying crude imports (OP)

The great India miscalculation (BW)

Apple’s AI plot twist (Yahoo)

Company: Turtlemint (BI)

Pakistan is breaking Emerging Market myths (Bloomberg)

Investors are repeating Dot Com Era mistakes (Cliff Asness)

The art of not losing (Henrique Centieiro)

How wealthy Americans don’t pay any taxes (Hunter)

Alpha in Factor Strategies (Alpha Architect)