Some stuff I am reading today morning:
INR crashes to all-time lows (DH)
India fast tracks Samudra Mantha (FE)
US-Iran ceasefire on life support (Bloomberg)
Checkmate in Iran (The Atlantic)
US bull market marches on (CS)
The Shanghai Silver Secret (DR)
Oil’s Phantom Barrels (Katusa)
Forensic Workshop (Nitin Mangal)
Presentation: Sasken Technologies Ltd (Hitesh Kumar)
Investors are misled by the word ‘moat’ (Lee Roach)
Some stuff I am reading today morning:
PM Modi’s message amid Iran war (MSN)
Trump rejects Iran proposal (CNN)
Netanyahu says Iran war is not yet over (CNBC)
OMCs take a 1 Lakh Crore hit (BT)
China’s solar over supply (OP)
US markets are in a late-stage bubble (The Street)
Chinese markets are making new highs (TrendLabs)
Stock Talk: RR Kabel (FE)
Microcaps create Multi Baggers (91 Capital)
Investors have to be pragmatic optimists (Contessa)
Some stuff I am reading today morning:
US carries out strikes in Iran (JPost)
US Equity market breadth is at its narrowest (FT)
Trade court strikes down Trump’s 10% tariffs (Yahoo)
Gold & Silver rally could resume (CNBC)
NSE’s Electronic Gold Receipts (BT)
The 40 Lakh Cr Power Value Chain (Raghav Wadhwa)
Rift widens in Tata Trusts (Fortune)
Maharashtra’s Revenue Stress (BI)
Insider Trading in Oil Futures (Paul Krugman)
Say Hello to the Internet of AI (Om Malik)
Some stuff I am reading today morning:
Adani likely to settle with US regulators (BW)
Korea stock market is up 75% this year (Bloomberg)
Samsung hits $ 1 Trillion valuation (Yahoo)
Biggest Indian IPOs of 2026 (FE)
Weakening of INR (Nooresh Merani)
Deep Dive: India Solar Manufacturing (Value Quest)
Company: Orbbec (Forbes)
Don’t predict, prepare (Howard Marks)
How do you retire at 55? (Common Sense)
Obituary: Ted Turner (CNN)
Some stuff I am reading today morning:
Centre approves 2.5 Lakh Cr Credit Guarantee scheme (DH)
Iran tightens grip on Hormuz (WSJ)
Project Freedom is temporarily halted (JPost)
Crisis for seafarers in Persian Gulf (CNN)
Turmoil in Tata Trusts (FE)
Cognizant to lay off 12,000-15,000 employees (MC)
Stock Talk: Bhagyanagar India (VaR)
The end of cigarettes is coming (Atlantic)
Non-Linear Momentum (Klementon)
Returns from Collectibles (BI)