Some stuff I am reading today morning:
US-Iran ceasefire deal agreed upon (JPost)
Anthropic nears $ 1 Trillion valuation (CNBC)
Reliance begins Green Energy rollout (Rediff)
ITR-2 Filing opens for FY27 (BS)
India needs control over Drone Technologies (BW)
Company: Zebra Technologies (BI)
Why AI will never replace good research (OC)
The AI free ride is over (Verge)
How to reduce stock market stress (CS)
The Hardest Trade (RCM Alternatives)
Some stuff I am reading today morning:
SC upholds 28% GST on online gaming (BT)
Byju’s founder faces jail in Singapore (BW)
HDFC Bank ‘camouflaged’ Crores (IE)
3 Indian origin CEOs of Trillion $ Cos (TOI)
Real estate sales slump (FE)
More US households are skipping meals (CNN)
Commodity: Aluminium (OP)
Interview with Larry McDonald (The Market)
The Lazy Man’s Momentum Strategy (AS)
Just do what you did last month (Klementon)
Some stuff I am reading today morning:
Coal India OFS opens today (BT)
India is rapidly diversifying crude imports (OP)
The great India miscalculation (BW)
Apple’s AI plot twist (Yahoo)
Company: Turtlemint (BI)
Pakistan is breaking Emerging Market myths (Bloomberg)
Investors are repeating Dot Com Era mistakes (Cliff Asness)
The art of not losing (Henrique Centieiro)
How wealthy Americans don’t pay any taxes (Hunter)
Alpha in Factor Strategies (Alpha Architect)
Some stuff I am reading today morning:
US strikes Iran (CNN)
Iran is getting the better of Trump (FT)
India, Canada target FTA by year end (MC)
Tesla scraps India factory (Yahoo)
Petrol tops 100 Rs in most cities (Rediff)
Company: Titan (BT)
Theme: Liquor Stocks (FE)
Thread: Osia Hyper (BTS)
Redefining Generational Wealth (Purpose Code)
Pretending money doesn’t matter (Contessa)
Some stuff I am reading today morning:
Japanese markets at lifetime highs (CNBC)
Petrol, Diesel prices hiked for fourth time (MC)
Oil prices plunge below $100 (OP)
FED policy risks have changed (FED)
EU Vs China (FT)
LIC records highest Q4 profit amongst financial firms (Rediff)
Taj’s Wellness Bet (BI)
Thread: Kirloskar Oil Engines (Investor Lens)
Price Narratives (Kiran D)
Genius in a bull market (Novel Investor)