Some stuff I am reading today morning:
NASDAQ falls more than 2% (CNBC)
US Treasury yields tumble below 5% (FE)
Oil markets are not normal (Reuters)
The Retail unwind is now contagion (BW)
Saudi Arabia’s airports and oil fields under attack (AN)
Gujarat facing power crunch (ML)
Grid constraints in India (OP)
Stock Talk: HEG Advanced Materials (Singularity)
3G Capital: Built to Own (Colossus)
Health & Wealth fuel each other (Humble $)
Some stuff I am reading today morning:
US may consider lower tariffs for India (MC)
Festive eCommerce sales lose their sparkle (BT)
What went wrong at eMudhra (ML)
2 senior HDFC officials leaked data (HT)
SpaceX is mostly an AI company (Yahoo)
Company: Allana Consumer Products (BI)
Stock Analysis: Eris Lifesciences (Dr Vijay Malik)
Indian markets are a value trap (Vikas Vij)
The Great Silver Debate (DR)
The Making of a Market Maker (Colossus)
Some stuff I am reading today morning:
US may strike Iran (Mario Nawfal)
India-US trade deal within weeks (MC)
India-New Zealand FTA kicks in (Rediff)
Pune Police detain Schaeffler India CEO (NDTV)
Interview with Akash Ambani (BS)
Textile Exporters de-risk from US (FE)
Silver crashes 46% from record high (MSN)
Company: Shilpa Medicare (Tankrich)
Token spending is slowing down (Apollo)
Top 5% of VCs get 90% of the profits (Climateer)
Wishing readers a very Happy Dussehra
Some stuff I am reading today morning:
Asian markets crash (NDTV)
Jio Platforms raises 8,110 Cr from Anchor investors (MC)
India is buying crude at 120 $/barrel (FE)
Adani Vs Airlines (BS)
Hype around 155 mm shells (Rahul Rao)
China dominates Robotics industry (OP)
AT1 Bonds: The Bigger Lessons (ML)
AI agents won’t help beat the market (AP)
Paid to be stupid (Havenstein)
Death of Venture Capital’s Short Kings (KH)
Some stuff I am reading today morning:
Brent crude hovers around $109 (CNBC)
Hormuz crisis is intensifying (OP)
OMCs selling 5% blended diesel (HT)
LLoyds opens copper mine in Papua New Guines (NY Times)
Stock Talk: NALCO (FE)
Deep Dive: Thomas Cook India (Nine One Capital)
Bhakti at the Box Office (Forbes)
EU refused US call to impose tariffs on India (MC)
Chaos in France (CNN)
Cracks appearing in AI infrastructure boom (FT)