Some stuff I am reading today morning:
India-UK FTA to be inked today (FE)
India to become third largest economy by 2028 (MC)
Tilaknagar Industries buys Imperial Blue for 4,150 Cr (Fortune)
UPI to be used for credit (BW)
The Revenge of Badla (Shankar Sharma)
Reflections from a Banker’s Journey (RBI)
On the US-Japan Trade Deal (Paul Krugman)
How many stocks should be there in your portfolio? (AA)
The AI Questions that matter (Margins)
Seeing the lottery (Seth Godin)
Some stuff I am reading today morning:
Trump says Japan Trade deal reached (MC)
US-EU crackdown on Russia escalates (OP)
Paytm posts first-ever profit of Rs. 122.5 Cr (Rediff)
SEBI’s moment of regulatory reckoning (ML)
China’s affluent are pessimistic about China (CNBC)
The America Vs Europe Thing again (MR)
Powell & Trump (Roger Lowenstein)
Trading: End of Day reversal (Alpha Architect)
To Bitcoin or not to Bitcoin? (Aswath Damodaran)
The AI Search Tipping Point (Tomasz Tunguz)
Some stuff I am reading today morning:
S&P 500, NASDAQ hit record highs (CNBC)
Bajaj Finance MD Saha resigns (MC)
SEBI lifts trading ban on Jane Street (Rediff)
SBI raises 25,000 Cr through QIP (DH)
Indian film industry in crisis (BT)
Sector: Small Finance Banks (Forbes)
Stock: Northern Arc (GreenEdge)
Ethereum is surging (Yahoo)
Beyond Stablecoins (Decentralised)
The art of selecting ‘Growth Royalty’ cos (Bill Ackman)
Some stuff I am reading today morning:
Anthem Biosciences IPO listing today (MSN)
HDFC Bank announces first ever Bonus (Forbes)
EU’s new oil curbs to severely impact India (BT)
Reliance Industries under siege (BW)
EU sanctions on India’s Nayar refinery (MC)
Crypto Exchange CoinDCX hacked (DH)
Stock Talk: Tata Motors (FE)
India’s crackdown on market manipulation (CNBC)
The Double Digit Decades (CS)
No Paralysis through Analysis (Microcap Club)
Some stuff I am reading today morning:
Capitalmind MF launches first NFO today ( HDFC)
India unfazed by Trump’s Russia threats ( OP )
Byju’s founders plan lawsuits against investors ( BS )
Adani sells 20% stake in Adani Wilmar ( DH )
India Office REITs bounce back ( Fortune )
Why I wrote the first cheque for Rapido ( Forbes )
Startup : Gameskraft ( BI )
There are over 23 Million Millionaire households in US (D&D)
Muted impact of tariffs on US inflation ( BP )
Why you shouldn’t be scared of market highs ( Carson )