Some stuff I am reading today morning:
India’s worst aviation disaster ( HT )
Israel attacks Iran ( JPost )
Industrialist Sunjay Kapur passes away ( FE )
Retail inflation falls to 6 year low ( Rediff )
India’s manufacturing moment is here ( CNBC )
RBI to bar overseas FDs under LRS scheme ( BW )
Company : Engineers India ( BI )
Smart Speculation Vs Gambling ( DR )
Very Bad advice ( Morgan Housel)
A reckoning is coming ( Jeff Gundlach )
Some stuff I am reading today morning:
Trump’s done deal with China (CNBC)
Trump to set unilateral tariff rates (FE)
India,US trade talks hit a speed bump (HT)
HFTs move to GIFT City (BS)
NSE gets SEBI nod to enter Electricity Futures Market (BW)
Company: Sanathan Textiles (BI)
Thread: Why 10 year yields in India are rising (Arjun Nagarajan)
The harsh realities behind 10 min delivery (DH)
US Public Markets Update (Coatue)
Interview with James Zelter, Apollo Global (The Market)
Some stuff I am reading today morning:
May SIP inflows hit record ( FE )
Mid & smallcap indices near ATH ( Nooresh Merani)
Banks cut retail deposit rates ( BS )
India’s swelling coal stockpiles ( DH )
Reliance Infra wins 1,169 Cr arbitration award ( ML )
Company : IMFA ( BI )
Will Trump lose India? ( WSJ )
What is market timing? ( BI )
EV pricing war in China ( CNBC )
Europe’s Zombie Armies ( Adam Tooze )
Some stuff I am reading today morning:
RBI flags crisis in Microfinance (ML)
Why unlisted NSE shares are seeing a surge (Rediff)
SEBI probes Jane Street’s trades (DH)
Sector: Gold Loan NBFCs (Fortune)
Thread: This is an Equity Bull Market (Trinh)
How Birla Opus redrew the Paint industry (BW)
Inside Trent’s winning strategy (FE)
Sophisticated investors & market efficiency (Mr Zepczynski)
Criminals are after Crypto Investors (Slate)
So what if you miss the Market’s N best days? (AQR)
Some stuff I am reading today morning:
RBI Governor’s Statement ( RBI )
RBI’s liquidity boost to recharge markets ( DH )
Generational Wealth in JSW Steel shares ( FE )
Company : Berger Paints ( BI )
Lessons from 1 Lakh Crores Cos ( Gaurav Dalmia )
How electric scooters are driving China’s salt battery push ( BBC )
Europe’s auto industry badly hit by China rare earths ban ( OP)
The curious case of the Russian Ruble ( CNBC )
US is no longer a serious country ( Paul Krugman )
The truth about Fort Knox ( DR )