Some stuff I am reading today morning:
Mojtaba Khameini calls for continued Jihad (JPost)
The AI trade is still on (Yahoo)
Chinese memory co is Asia’s largest IPO this year (MC)
Manipal Health IPO this week (Rediff)
25,000 Cr IPOs in the pipeline (HT)
India’s secret Stock Exchange (BW)
Company: 100Hands (Forbes)
Market Indicators (Humble $)
Picking stocks in a bloodbath (CS)
Microcaps are struggling in US (Verdad)
Some stuff I am reading today morning:
Why Oil is above $100 (Guardian)
Trump launches new tariffs (CNN)
Big Tech stocks prices fall (Yahoo)
Indigo against Adani airline (BT)
Consultation Paper on PMS (SEBI)
Company: Manam Chocolates (Forbes)
Sell Side Research: HFCL (Deven Choksey)
Battle of the Straits (DR)
High Expectations (Microcap Club)
Why No One understands the AI boom (Ground Breaker)
Some stuff I am reading today morning:
Oil hits $95/barrel (CNBC)
US bond yields rise (Yahoo)
Interview with Ravi Lambah of Temasek (MC)
Bira91 Founder Ankur Jain steps down (Arc)
Ben Affleck’s AI co sold for $587 Million (LA Times)
Will Quant based Mutual Funds work? (CM)
Company: Amrapali Jewels (Forbes)
Deep Dive: Uber Technologies (LC)
Why cutting losses is so hard (EA)
Retire to Something (MM)
Some stuff I am reading today morning:
Trump prepares fresh tariffs (FT)
Trump to escalate war with Iran (JPost)
US could sanction China over AI (CNBC)
Houthis threaten Saudi Oil (Guardian)
Iran threatens ground invasion of Kuwait, Bahrain (Euro)
Indigo’s market share hits 66.3% (FE)
Signs of Panic among AI lenders (Hedgie)
Notes on Accenture (Peter Skodny)
Angel investor returns in Skyroot (Rahul Mathur)
The Failure Gap (BP)
Some stuff I am reading today morning:
Trump announces 50% tariffs on Canada (Yahoo)
Ethanol blending leads to 1.97L Cr forex savings (DH)
RBI raises 17.4 B $ in FCNR(B) deposits (RBI)
Indigo places largest ever order for aircraft engines (Rediff)
India could dominate Sustainable Aviation Fuel (OP)
Dairy Industry is betting on Value Added Products (BT)
The Consequence Gap (DR)
Cash Secured Puts Vs Holding Cash (AM)
The American dream is stocks not home ownership (Bloomberg)
The old Hong Kong is over (Stephen Roach)