Some stuff I am reading today morning:
Global trade tariff confusion (Bloomberg)
India to reassess US trade deal (MC)
India as beneficiary of New World Order (Climateer)
$100 Oil price forecasts resurface (OP)
SEBI plans overhaul of PMS regulations (BS)
Company: SISCOL (BI)
The 2028 Global Intelligence crisis (Citrini Research)
How will Open AI compete? (Stratachery)
Dubai’s crazy rich Chinese (Economist)
US Paper Privilege (DR)
Some stuff I am reading today morning:
India-US postpone trade deal talks (BS)
Haryana Govt de-empanels IDFC & Au Bank (MC)
Tech Giants commit Billions to Indian AI (CNBC)
20-20 TIA Summit 2026 (Akshat Jain)
Fundamentals don’t rerate Microcaps (91 Capital)
Not how stock picking works (Big Picture)
Interview with Matt Gertken (The Market)
China hikes Russian crude imports (OP)
The $90 Billion Russian oil smuggling ring (FT)
Smash & Grab in London (The Times)
Some stuff I am reading today morning:
Amazon is now the World’s biggest co by sales (Bloomberg)
SCOTUS Tariff decision today (Yahoo)
Trump to decide soon on Iran Attack (CNBC)
NSE: Ready to List (BI)
Star Bazaar’s expansion plans (Fortune)
Stock Analysis: GRM Overseas (Dr Vijay Malik)
India’s REITs (RKV)
Interview with Marc Chandler (The Market)
Ignorance is Risk (Zen Nivesh)
The Really Long Game (Safal Niveshak)
Some stuff I am reading today morning:
US Military prepared to strike Iran (CNN)
India eyes mega deal with Russia (MSN)
India is joining ‘Pax Silica’ (CNBC)
Google’s big India AI announcement (Shruti Mishra)
Sarvam stakes claim for Sovereign AI (FE)
India eases curbs on Chinese equipment imports (ET)
Bitcoin’s dependence on Wall Street (Yahoo)
Stock Talk: Quality Power (Mayank Gupta)
The Nalanda Antithesis (Saket Mehrotra)
Last Letter to Investors (Guy Spier)
Some stuff I am reading today morning:
Adani commits $100 Billion to AI Infrastructure (BSE)
Infosys AI Day presentation (BSE)
Adani’s Secret Investments (FT)
Iran partially closes Strait of Hormuz (CNBC)
Theme: 3 Defence Stocks (FE)
Stock Talk: Kwality Walls (Alok Kejriwal)
Is Vertical Software cooked? (Nicolas Bustamante)
Sasha Mirchandani’s 400x return (The Arc)
Henry Ellenbogen’s Alpha (Colossus)
In Search of Profitability (Aswath Damodaran)