Some stuff I am reading today morning:
The assassination of Ali Larijani (Jerusalem Post)
US-Iran war is roiling commodities (Economist)
The disappearing off-ramp in Iran (Atlantic)
When IPO hype fades (BW)
NSE could be amongst top 15 cos by market cap (BT)
Oil Shocks & Indian Stocks (Calm Investor)
Using LRS for investments (Cafe Mutual)
Stock Talk: Kotak Bank (FE)
Terry Smith explains his underperformance (AM)
Research: Effect of Monsoon on Indian stock market (SSRN)
Some stuff I am reading today morning:
India puts rider to signing US trade deal (MSN)
Iran sets two conditions for India (MC)
US-Iran war can cause global food shock (FT)
Trump facing stark choices (NY Times)
Weight loss drugs set to flood India (Rediff)
Stock Talk: Gravita India (FE)
Company: Pace Digitek (Value2Wealth)
When low beta stocks stop working (Klementon)
Venture Capital doesn’t exist (Investing 101)
Why I own Gold bars (Humble $)
Some stuff I am reading today morning:
Oil prices top $100 (CNBC)
FPIs sell-off continues (Rediff)
Worst economic slump for Gulf countries (Yahoo)
Election Commission declares dates for 5 states (MC)
Upgrad to acquire Unacademy (HT)
Zimbabwe’s surprise Lithium ban (OP)
Sharp rally happens after smallcap pessimism (Nooresh Merani)
High Conviction (Microcap Club)
Enterprise adoption of AI (Kiran D)
Is Software dead? (BEP Research)
Some stuff I am reading today morning:
India faces cooking gas shortage (Bloomberg)
US gives India 30-day waiver to buy Russian oil (MC)
China, India race for Russian crude (OP)
Pentagon preparing for war till Sept (BS)
How Iran war will impact global economy (CNN)
Iran’s Shahed drones (CNBC)
Company: Texmaco (BI)
Stock Talk: Parag Milk (Neel Chhabra)
Stock Talk: Leela Palaces (Proinvest Nirmiti)
Microcaps are Kachra (Zen Nivesh)
Some stuff I am reading today morning:
15% US Tariffs to start this week (CNBC)
Russia offers oil, gas to India (MC)
INR hits all-time lows (Rediff)
Gas shortage hits Morbi (HT)
Theme: Power Stocks (FE)
Company: Cantabil Retail (BI)
GoI Vs Ambanis (BW)
US-China Summit in question (Asia Nikkei)
Interview with Dan Niles (The Market)
Why the best investors look lazy (Puneet Khurana)