Some stuff I am reading today morning:
India’s inflation to rise to 4.7% in FY27 (Forbes)
India’s nuclear bet is starting to pay off (OP)
Europe is running out of Jet Fuel (Yahoo)
Wipro approves 15,000 Cr buyback (Rediff)
US stocks are climbing the Mt Everest of worry (DR)
El Nino of 2026 (ACS)
How HALO stocks are performing (Sherwood)
Is your index fund really diversified? (Morningstar)
The 50 Largest Family Offices in the world (Altss)
Jackie Shroff’s wild money story (FE)
Some stuff I am reading today morning:
ED arrests Amitabh Jhunjhunwala (DH)
Trump threatens to fire Powell (CNBC)
Gold, Silver surge (Rediff)
How Noida protests were planned (NDTV)
Forensic Analysis: Responsive Industries Ltd (Nitin Mangal)
Red Flags: Midwest Gold Ltd (Bastion Research)
Iran used Chinese satellites (FT)
Solid State batteries make progress (OP)
Competitive Advantage Period (Morgan Stanley)
Obituary: Mark Mobius (MC)
Some stuff I am reading today morning:
US-Iran talks likely to resume (Jerusalem Post)
US Naval blockade could strangle Iran’s economy (Iran Int)
Petrol, Diesel losses widen for OMCs (Rediff)
Trump’s Tariffs could be restored by July (MC)
Why Central Banks are selling gold (CNBC)
Stock Talk: Solar Module Stocks (FE)
China Shock 2.0 (FT)
The Rare Earth Trap (OP)
My investment beliefs (BI)
Key findings on Diversification (Morningstar)
Some stuff I am reading today morning:
Risky showdown over Strait of Hormuz (WSJ)
Noida Labour unrest turns violent (ML)
Punjab manufacturing disrupted by Iran war (MC)
Pirojsha Godrej is new Chairman of Godrej Ind Group (Rediff)
Stock Talk: Tata Steel (FE)
SBI’s largest defaulter (BW)
AI in investing (2Point2 Capital)
April 2026 Memo to Investors (Stalwart Advisors)
What’s going on in Private Credit? (Howard Marks)
Silicon Valley & Defense Sector (The Street)
Some stuff I am reading today morning:
Trump is threatening to blockade Strait of Hormuz (CNN)
Wary investors eye another escalation in Iran war (Yahoo)
Trump’s War has weakened America (NY Times)
A Panicked Race for oil barrels (Bloomberg)
Mutual Funds cut cash holdings (MC)
GoI hikes windfall tax on diesel, ATF (Rediff)
Corporate Jihad in TCS Nashik (Zee)
Anatomy of a Multibagger (Bhavik Mehta)
Deep Dive: DAM Capital Advisors (Zen Nivesh)
What kind of bear market is this? (ML)