Some stuff I am reading today morning:
Trump claims US will leave Iran (Yahoo)
IRGC threatens US companies in Middle East (JPost)
Oracle has laid off 12,000 employees in India (Rediff)
The TVS Group’s Governance Crisis (ML)
HDFC’s hidden governance repricing (BW)
Gold is being spent (Vikas Sehgal)
Don’t buy land in Hyderabad (Revathi)
Small Savings Rates Apr-June 2026 (SI)
Bollywood tries to get back its glitter (FT)
Obituary: Vijaypat Singhania (Swarajya)
Some stuff I am reading today morning:
Stocks, bonds, gold all fall (CNN)
FPIs dump record 1.14 Lakh Cr of Indian stocks in March (Rediff)
UAE calls for reparations from Iran (MC)
Thread: US $9 Trillion refinancing (Vivek Gujrati)
Interview with Joerg Wuttke (The Market)
Critical minerals from recycling (ET Insights)
The Electronic Controls India never built (Swarajya)
Cash Conversion Cycle Vs Working Capital Days (Proinvest)
LPG or PNG connection? (BT)
Own Everything (F&F)
Some stuff I am reading today morning:
Gulf states may join war against Iran (WSJ)
3 attack scenarios for US troops (CNBC)
Trump warns Iran (MC)
Iran’s escalation strategy won’t work (RAND)
Iran war is the biggest Oil shock in history (Yahoo)
Panic fuel buying in India (FE)
Why is gold crashing? (DH)
Sell side Research: MCX (HDFC Sec)
Startup Punditry has not worked (Colossus)
The Billionaire Winklevoss twins (Jaynit)
Wishing readers on the occasion of Ram Navami
Some stuff I am reading today morning:
Iran places 5 demands to end war (MC)
Trump’s approval ratings at new lows (Reuters)
Fertilizer prices spike (CNBC)
Tata Trusts seek 5-year roadmap from Tata Sons (FE)
India’s Defence AI Reality Check (Inc 42)
Company: Tata Communications (BT)
Wait times for Hitachi Transformers hits 30 months (Climateer)
When a £200,000 watch raised red flags (HT)
The economic consequences of the Iran war (Noah Opinion)
Significance > Success (Collab Fund)
Some stuff I am reading today morning:
Trump claims US is in talks with Iran (JPost)
Iran threatens retaliation if attacked (MC)
Rajasthan Royals sold for over 15,000 Cr (FE)
Royal Challengers Bengaluru sold for 16,600 Cr (BT)
Oil resumes advance (Bloomberg)
Inside India’s Petrol Pricing system (OP)
Commodity: Silver (The Street)
Indigo warns of demand hit (HT)
Effects of Gulf War not fully priced in (ML)
One risk after another (BI)