Some stuff I am reading today morning:
Subhash Chandra Vs Mukesh Ambani (PR)
US and Iran attack each other (CNN)
New CEO at HDFC Bank (NDTV)
MSCI rebalancing today could affect CAS (MC)
How Subhash Chandra got NCLT nod (Rediff)
Fed Chief remarks at Jackson Hole (Sinju Post)
Salaried IT borrowers are a risk (91 Capital)
Stock Talk: Lance Container (Dolly)
Americans don’t support Trump’s trade wars (Yahoo)
China’s new Hypersonic missiles (Telegraph)
Some stuff I am reading today morning:
Subhash Chandra’s 22,000 Cr settlement (BW)
S&P affirms India’s BBB rating (DH)
16 years of Zerodha (Zerodha)
The Peptide Supercycle (SOIC)
Stock Talk: South West Pinnacle (Katalyst)
Presentation: Indian Shipbuilding (Intelsense)
World is in perma-crisis (Bloomberg)
How did US debt get so big? (Paul Krugman)
Li Lu’s latest portfolio (AM)
Author of Rich Dad, Poor Dad goes bust (Vanity Fair)
Some stuff I am reading today morning:
HDFC Bank gets sued in US (NDTV)
Meta settles social media addiction case (CNBC)
No justice in India (Vijay Mallya)
GoI may cut silver, gold duties (MC)
Jayendra Patel, founder of Arman Financial passes away (Arman)
Thread: Pernia’s Pop Up (KK)
Company: OneSource Speciality Pharma (BI)
SME: Vivid Electromech Ltd (Intelsense)
FPI pessimism is no cause for alarm (ML)
Latest empty threat against Iran (Atlantic)
Some stuff I am reading today morning:
Canada unveils retaliatory tariffs on US (CNBC)
Let the Bond Market speak (Stanley Druckenmiller)
Delhi HC dismisses NSE IPO plea (NDTV)
Sugar prices rise (DH)
Bitcoin tops $80,000 (MC)
Uranium prices surge (OP)
Stock Analysis: HBL Engineering (Dr Vijay Malik)
OnlyFans owner received $700M in dividends (FT)
Autonomy & Innovation (Stratechery)
Degeneracy is a Symptom (Henry Fudge)
Some stuff I am reading today morning:
Hindustan Copper OFS (NDTV)
US launches ‘Operation Economic Outcast’ (CNBC)
Dark Transits in Strait of Hormuz (CNN)
TCS to buy Porsche’s IT Consultancy (DH)
Company: Natco Pharma (BI)
Sellside Research: Dhoot Transmission (Ambit)
2 Pharmacy Stocks (FE)
Nvidia’s risky business (Stratechery)
Everyone hates bonds (CS)
The economic war goes nuclear (DR)