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Linkfest: 26 March, 2026

Wishing readers on the occasion of Ram Navami

Some stuff I am reading today morning:

Iran places 5 demands to end war (MC)

Trump’s approval ratings at new lows (Reuters)

Fertilizer prices spike (CNBC)

Tata Trusts seek 5-year roadmap from Tata Sons (FE)

India’s Defence AI Reality Check (Inc 42)

Company: Tata Communications (BT)

Wait times for Hitachi Transformers hits 30 months (Climateer)

When a £200,000 watch raised red flags (HT)

The economic consequences of the Iran war (Noah Opinion)

Significance > Success (Collab Fund)

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Links

Linkfest: 25 March, 2026

Some stuff I am reading today morning:

Trump claims US is in talks with Iran (JPost)

Iran threatens retaliation if attacked (MC)

Rajasthan Royals sold for over 15,000 Cr (FE)

Royal Challengers Bengaluru sold for 16,600 Cr (BT)

Oil resumes advance (Bloomberg)

Inside India’s Petrol Pricing system (OP)

Commodity: Silver (The Street)

Indigo warns of demand hit (HT)

Effects of Gulf War not fully priced in (ML)

One risk after another (BI)

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Links

Linkfest: 24 March, 2026

Some stuff I am reading today morning:

Trump keen on deal with Iran (CNBC)

Iran declines negotiations with US (MC)

Gold hits four month low (DH)

Oil falls after Trump comments (Yahoo)

World faces gas supply edge (FT)

Indian bond yields at 52 week high (FE)

Party is over for Bachcha Party (Vivek Kaul)

How the oil shock will impact India (BI)

Is your bank locker really safe? (Basu Nivesh)

$3 Trillion S&P 500 Gatecrashers (Humble $)

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Links

Linkfest: 23 March, 2026

Some stuff I am reading today morning:

Iran believes its winning (WSJ)

Coming week is critical for global economy (Next Economy)

Govt Bonds face perfect storm (CNBC)

INR hits fresh low (Rediff)

How tax harvesting can help save tax (HT)

Thread: 8 Aerospace stocks (Sekhar)

Notes on the Markets (Persistence Capital)

The median alternative fund is not worth it (BP)

The subtle art of not selling stocks (Chin Hui Leong)

Finding monsters in the Microcap desert (Microcap Club)

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Links

Linkfest: 19 March, 2026

Wishing readers on the auspicious occasion of Gudi Padwa

Some stuff I am reading today morning:

FED holds interest rates steady (Yahoo)

India’s crude oil basket at $146 (FE)

Israel hits Iran’s largest gas field (BT)

Iran attacks Qatar’s gas facility (CNBC)

Gulf states want the Iranian regime destroyed (WSJ)

Tungsten soars 557% (OP)

HDFC Bank Chairman resigns over ethics concerns (BSE)

India’s health insurance crisis (ML)

TIDCO to invest 25 Cr each in Agnikul, Raptee (Inc42)

Financial independence is easy (MM)