Some stuff I am reading today morning:
Inside Tata’s brutal power struggle (Bloomberg)
JSW launches electric CV business (Forbes)
NSE IPO Winners (Chandra Srikanth)
Adani settles SEBI proceedings for 1.51 Cr (BS)
Company: ABB India (BI)
India emerges as key diesel supplier to Turkey (BT)
World needs more refining (DR)
China is already living the AI future (LA Times)
The Mega Million $ Customer (Kyle Harrison)
Private Equity firms are clinging to assets for longer (FA)
Some stuff I am reading today morning:
NSE IPO subscribed 5.71 times (BS)
Jio Platforms IPO in Nov 2026 (Fortune)
Decoding the Tata puzzle (FE)
Company: Tech Mahindra (BT)
Sellside Research: Indo-MIM (HDFC Sec)
Financial Choices (Humble $)
Averaging down can destroy your portfolio (AM)
A Bear Market for Stamps (DR)
Frontier AI Overhangs (Stratechery)
Venture Capital’s Fourth Turning (Kyle Harrison)
Some stuff I am reading today morning:
Wall Street braces for more FED hikes (Yahoo)
FPIs pull 20,974 from Indian Equities (Rediff)
Noel Tata prepares for court battle (BS)
Tata Sons should go public (ML)
Crypto blew its big moment (WSJ)
Which Promoters create wealth? (Ikigai)
3 CCTV stocks (FE)
Sector: Bearings (SOIC)
Understanding Gold Metal Loans (Nine One Capital)
Energy crisis bigger than Covid for US biz (CNN)
Some stuff I am reading today morning:
Noel Tata Vs N Chandra (TT)
Noel Tata to provide exit to SP Group (TT)
NSE’s big market bet (BI)
Sellside Research: Solar Industries (ICICI Direct)
Promoter buying in 4 SME Stocks (FE)
Gold & Silver Vs The Fed (DR)
Chinese solar panels drop to 12 cents per Watt (OP)
A tale of two Chinas (Lombard Odier)
Every Moat becomes Moot (Kyle Harrison)
The era of AI warfare has arrived (FT)
Some stuff I am reading today morning:
US FED hikes by 25 bps (MC)
India could face 100% US tariffs (HT)
Tanker rates top $1M a day (OP)
The great fuel crisis is here (WSJ)
The American Age is over (Atlantic)
Marquee names in NSE anchor book (BS)
IPO Review: Sona Selection (POP)
Buy above or below the 200 DMA? (Henrique)
96% stocks are waste of your time (Tony Isola)
Humility Hard Hats (Kyle Harrison)