Some stuff I am reading today morning:
US attacks Iran (CNBC)
India protests US attack on commercial tanker (BS)
Modi’s Age of Bharat (MC)
Equity Fund inflows slump 40% in May (BW)
Banks reprice FCNR deposits (FE)
BluSmart’s next chapter (Fortune)
Observations on the Markets (Tushar Bohra)
How Britain became poor (Atlantic)
Buy, Borrow, Die strategy (Yahoo)
Tomorrow is Today (Tony Isola)
Some stuff I am reading today morning:
US strikes Iran (JPost)
TCS will have as many AI agents as employees (BS)
India Growth Story falters (CNBC)
Interview with Pankaj Akula, AKSI Aerospace (BW)
The Trump Crypto Playbook (Reuters)
Ambani invests $100M in Trump startup (Pro Publica)
Q4 FY2026 Letter to Investors (Solidarity)
The Buffett style options strategy (AM)
Portfolio Prepping (DR)
A Century of Stock Market Winners (WM)
Some stuff I am reading today morning:
What comes next for Israel & Iran (JPost)
Bombay High Court strikes down spectrum charges (MC)
Controversial subsidiary sale of Reliance Industries (ML)
Suzlon 2.0 (BI)
Company: Cinepolis (BW)
India is industrializing with Solar (Grist)
Nobody knows anything, SpaceX IPO edition (BP)
Foreign investors are dumping Korean stocks (CNBC)
China’s population collapse is irreversible (Rod Martin)
N Korea is the world’s most unlikely growth story (WSJ)
Some stuff I am reading today morning:
Trump tries for deal as Iran attacks Israel (JPost)
US eyes Iranian assets for Gulf reconstruction (CNBC)
Wall Street pauses AI rally (Yahoo)
RBI measures can get $50 Billion (MC)
FPIs pulled out 43,000 Cr in first week of June (Rediff)
Related Party Transactions within Elon Musk Cos (Kludge)
Why China got rich and India didn’t (David Oks)
The Collapse of Terminal Value (Chamath Palihapitiya)
12 Profit Booking Strategies (Henrique)
Fund Manager Letters tell you if they will outperform (Klement)
Some stuff I am reading today morning:
RBI policy decision today (HT)
Why SME IPOs are firing (MC)
LIC stake in Rajesh Exports under scrutiny (FE)
Amazon is Fortune 500’s top company (NY Post)
Anthropic overtakes Open AI (Sherwood)
Valuing SpaceX (Aswath Damodaran)
Broadcom’s selloff creates megacap history (Yahoo)
All poverty is energy poverty (Omnibudsman)
The Danger of ‘Dying with Zero’ (Jordan Grumet)
Book Review: Money and Me (Humble $)