Categories
Links

Linkfest: 31 July, 2026

Some stuff I am reading today morning:

Microsoft creates stock market history (Yahoo)

Trump exasperated on Iran (MSN)

Zepto pauses IPO plans (MC)

Korean investors stress out (FT)

The liquidation of Situational Awareness fund (HT)

Indian steel exports may fall by 30% (BS)

India’s Financial Plumbing Duopolies (KK)

Interview with PeakXV’s Rajan Anandan (Forbes)

Will it ever be a stock picker’s market? (Old Rope)

Some investing proverbs and tips (Cover Street)

Categories
Annual Reports Pharma

Alkem: MedTech Mission

Source: FY2026 Annual Report of Alkem Laboratories Ltd

Categories
ConferenceCall Steel

VSSL: Export Excuse

Source: Earnings Call of Vardhman Special Steels Ltd

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