Some stuff I am reading today morning:
India faces cooking gas shortage (Bloomberg)
US gives India 30-day waiver to buy Russian oil (MC)
China, India race for Russian crude (OP)
Pentagon preparing for war till Sept (BS)
How Iran war will impact global economy (CNN)
Iran’s Shahed drones (CNBC)
Company: Texmaco (BI)
Stock Talk: Parag Milk (Neel Chhabra)
Stock Talk: Leela Palaces (Proinvest Nirmiti)
Microcaps are Kachra (Zen Nivesh)
Some stuff I am reading today morning:
15% US Tariffs to start this week (CNBC)
Russia offers oil, gas to India (MC)
INR hits all-time lows (Rediff)
Gas shortage hits Morbi (HT)
Theme: Power Stocks (FE)
Company: Cantabil Retail (BI)
GoI Vs Ambanis (BW)
US-China Summit in question (Asia Nikkei)
Interview with Dan Niles (The Market)
Why the best investors look lazy (Puneet Khurana)
Some stuff I am reading today morning:
Global markets tumble (DH)
How markets reacted to previous global shocks (Yahoo)
View on the markets (Prabhakar Kudva)
Natural Gas prices soar (CNBC)
India’s Industrial Gas Supply slashed (OP)
Trump threatens to cut off trade with Spain (MC)
Iran’s $20,000 drones Vs US $4M Patriots (Bloomberg)
Inside the plan to kill Ayatollah Khamenei (FT)
Leadership ambiguity at Tata Sons (FE)
The role of dividends in long term stock returns (Prof Bakshi)
Some stuff I am reading today morning:
Ayatollah Khamenei killed (TOI)
Trump says combat operations will continue (JPost)
Oil Prices soar (OP)
Strait of Hormuz turmoil (BT)
Investors rush to Gold (MC)
Over 3400 flights cancelled in Middle East (FE)
Interview with William White (The Market)
Company: AWL Agri (Fortune)
Presentation: Sterlite Technologies (Tushar Bohra)
Presentation: Andhra Sugars (Niteen S Dharmawat)
Some stuff I am reading today morning:
India-Israel FTA gains momentum (Fortune)
Gold, Silver ETFs to reflect true domestic prices (FE)
How Jane Street broke Bitcoin’s price (Justin Bechler)
Trump risks walking into Iran war (CNN)
Pentagon Vs Anthropic (MC)
Rare Earth shortages worsen in US (Reuters)
Analysis of NSE Indices (Nooresh Merani)
How the economy looks like in 2035 (Sahil Sharma)
The returns to long term investing (Alpha Architect)
Time is the wildcard (Seth Godin)