Categories
Links

Linkfest: 08 April, 2026

Some stuff I am reading today morning:

US-Iran agree to 2 week ceasefire (CNBC)

Oil prices crash (Yahoo)

Tata Steel hits record production (HT)

Noel Tata Vs N Chandra (Fortune)

Noel Tata Vs Mehli Mistry (Money Life)

Scarce LPG pushes buyers into black market (BW)

Sell Side Research: BEL (ICICI Direct)

Software: Risk-Reward is not in favour (The Market)

Long Term Money (Morgan Housel)

Jamie Dimon’s Letter to Shareholders (JP Morgan)

Categories
Defence

Global Missile Cos

Source: Financial Times

Categories
Shipyards

Swan: First Time

Source: Exchange Filings of Swan Defence & Heavy Industries Ltd

Categories
Links

Linkfest: 07 April, 2026

Some stuff I am reading today morning:

Trump’s deadline for Iran looms (BS)

Oil prices extend gains (Yahoo)

The Iran war broke the Petrodollar (Bloomberg)

Americans are feeling the economic pain of Iran war (WaPo)

India turns to Iran for oil & gas (CNBC)

India to launch 2.5 Lakh Cr Credit Guarantee scheme (MC)

India reopens China gate (Forbes)

Company: Coromandel International (BT)

Tale of 2 bear markets (Nine One Capital)

Nobody likes a binary market (Macro is Dead)

Categories
IPO

Top IPOs of FY2026

Source: Economic Times