Some stuff I am reading today morning:
RBI pulls in $136B (RBI)
System Liquidity surges to 7.7 Lakh Cr (FE)
How Govt calculated GDP numbers (HT)
JCR upgrades India’s sovereign rating (MC)
Persistent Systems to raise $450M (NDTV)
GRT buys TBZ (Dhruva)
Price of money is going up globally (CNN)
Stock Story: United Drilling Tools (Intelsense)
Ukraine war is escalating (The Market)
China risk to Data Centers (IEEE)
Some stuff I am reading today morning:
New US attacks on Iran (CNN)
PM Modi’s fresh appeal for gold austerity (MC)
Govt hikes windfall tax on petrol,diesel exports (DH)
Warnings from bond markets (Forbes)
NCLT stays Subhash Chandra order (ML)
Stock Talk: Manappuram Finance (FE)
Company: Antelopus Selan Energy (Proinvest)
2026 Tax Rules for HUF (CA Club)
Only 4 Ways to make money (Superior)
All bubbles end in deflation (DR)
Some stuff I am reading today morning:
India’s GDP grows 7.8% (Forbes)
CAS is now CASino (BW)
Jagdishan’s tenure at HDFC Bank (ML)
ESDS IPO: Red Flags (Dhruva Pandey)
Happiest Minds to merge with ITC Infotech (MC)
ONGC to invest 1 Lakh Cr (DH)
Stock Talk: GE Shipping (FE)
A real asset super cycle has begun (The Market)
A glacial flood of debt (DR)
Macro is just chemistry (Moon Tower)
Some stuff I am reading today morning:
Subhash Chandra Vs Mukesh Ambani (PR)
US and Iran attack each other (CNN)
New CEO at HDFC Bank (NDTV)
MSCI rebalancing today could affect CAS (MC)
How Subhash Chandra got NCLT nod (Rediff)
Fed Chief remarks at Jackson Hole (Sinju Post)
Salaried IT borrowers are a risk (91 Capital)
Stock Talk: Lance Container (Dolly)
Americans don’t support Trump’s trade wars (Yahoo)
China’s new Hypersonic missiles (Telegraph)
Some stuff I am reading today morning:
Subhash Chandra’s 22,000 Cr settlement (BW)
S&P affirms India’s BBB rating (DH)
16 years of Zerodha (Zerodha)
The Peptide Supercycle (SOIC)
Stock Talk: South West Pinnacle (Katalyst)
Presentation: Indian Shipbuilding (Intelsense)
World is in perma-crisis (Bloomberg)
How did US debt get so big? (Paul Krugman)
Li Lu’s latest portfolio (AM)
Author of Rich Dad, Poor Dad goes bust (Vanity Fair)