Categories
Links

Linkfest: 16 March, 2026

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)

Categories
Links

Linkfest: 06 March, 2026

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)

Categories
Links

Linkfest: 05 March, 2026

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)

Categories
Links

Linkfest: 04 March, 2026

Some stuff I am reading today morning:

Global markets tumble (DH)

How markets reacted to previous global shocks (Yahoo)

View on the markets (Prabhakar Kudva)

Natural Gas prices soar (CNBC)

India’s Industrial Gas Supply slashed (OP)

Trump threatens to cut off trade with Spain (MC)

Iran’s $20,000 drones Vs US $4M Patriots (Bloomberg)

Inside the plan to kill Ayatollah Khamenei (FT)

Leadership ambiguity at Tata Sons (FE)

The role of dividends in long term stock returns (Prof Bakshi)

Categories
Links

Linkfest: 02 March, 2026

Some stuff I am reading today morning:

Ayatollah Khamenei killed (TOI)

Trump says combat operations will continue (JPost)

Oil Prices soar (OP)

Strait of Hormuz turmoil (BT)

Investors rush to Gold (MC)

Over 3400 flights cancelled in Middle East (FE)

Interview with William White (The Market)

Company: AWL Agri (Fortune)

Presentation: Sterlite Technologies (Tushar Bohra)

Presentation: Andhra Sugars (Niteen S Dharmawat)