Some stuff I am reading today morning:
US 30Y yields hit highest levels since 2007 (Yahoo)
No US-Iran talks (CNBC)
Tata Sons defers AGM (Forbes)
Noel Tata’s real test (ML)
Swiggy turns Indian-owned (NDTV)
Stock Talk: Faze 3 (Katalyst)
2 Dredging Stocks (FE)
Medical Devices manufacturing in India (BT)
Where is the moat in AI? (Saad Khan)
Challenges of starting your own fund (EM)
Some stuff I am reading today morning:
Trump threatens to bomb Oman (CNBC)
Devas wins $2 Billion against ISRO (Rediff)
US long term treasury yields surge (MSN)
GoI should bring E10 back (FE)
India’s Defence Strength (PIB)
3 Defence Stocks (FE)
Startups are bridging the Menopause gap (Forbes)
Global food crisis in 2027 (BT)
My take on private investments (OC)
Building a Fixed Deposit ladder (Morningstar)
Some stuff I am reading today morning:
Foreign Asset Tax Amnesty Scheme (NDTV Profit)
Reliance & Rolls Royce to make combat engines (BSE)
Ukraine-Russia war intensifies (CNN)
4 PSU Bank Stocks (FE)
Deep Dive: Pyramid Technoplast (Zen Nivesh)
The wealthiest family offices of India (CM)
The pin will meet the AI bubble (DR)
The elephant in the room (Havenstein)
The case for value investing (Oakmark)
China’s military is focused on disruptive technologies (SCMP)
Some stuff I am reading today morning:
India to be official partner country of Russia Energy Week (BT)
US vows more economic pressure on Iran (Reuters)
Diesel crack spreads explode to record (Climateer)
FPIs exit 60% of anchor holdings in a year (NDTV Profit)
Stock Talk: SJS Enterprises (FE)
Indian workers are teaching Robots (Bloomberg)
FAFO for America (FT)
What our mistakes taught us (Carnelian Capital)
Economic Reality & Market Trajectory (Sage One)
Your grandfather’s military is dead (DR)
Some stuff I am reading today morning:
N Chandra’s Exit (FE)
Tata Group firms erase 68,000 Cr in Market Cap (MC)
India’s retail inflation rises to 4.45% (DH)
Bank of America to pick 49.9% in Jio Credit (BS)
Sellside Research: Greenlam (ICICI)
Institutional Investors are selling US Tech stocks (KL)
Joshua Kushner & Thrive Capital (Colossus)
Let’s talk about cash (Big Picture)
Why the brain struggles with compounding (Jago Investor)
Obituary: Zhu Rongji (Carlos)