Some stuff I am reading today morning:
US markets at record highs (Yahoo)
No new mainboard ipos during Shradh (MC)
Jio Platforms set for IPO this month (Rediff)
RBI Governor’s speech on financial stability (RBI)
Decriminalization of GST (HT)
No moat in Snapdeal (Inc 42)
Stock Talk: IRCTC (Nine One Capital)
Sellside Research: 15 Top Stock Picks (Axis Securities)
Europe’s Diesel woes got worse (OP)
Japan’s century old businesses are disappearing (CNBC)
Some stuff I am reading today morning:
Blast at MRPL unit in Mangaluru (DH)
Indian pilot saves Israeli lives (JPost)
India logs driest monsoon since 2015 (NDTV)
Venu Srinivasan seeks probe in Tata Trusts (Rediff)
GoI extends RoDTEP, RoSCTL schemes (BS)
Why Hospital stocks are falling (ML)
Interview with David Rosenberg (The Market)
Anthropic’s IPO prospectus (Reuters)
Asia’s Elevator Industry (ACS)
Extraction or Generation (Seth Godin)
Some stuff I am reading today morning:
US Treasury yields keep rising (Yahoo)
Oil prices will remain higher for longer (OP)
How to know when AI boom goes bust (WSJ)
Yuan is on a De Facto Gold Standard (Stern Drew)
Essar back in steel (FE)
India’s Critical Minerals co Lohum seeks to buy nickel mines (Reuters)
Why Crypto is still thriving in India (BT)
Who forecasts How? (Klementon)
Can you be a Boglehead Tech investor? (CS)
Sailing Tailwinds (Kyle Harrison)
Some stuff I am reading today morning:
Tata Trusts proposes Tata Sons rejig (BS)
The battle for the Tata inheritance (Founding Fuel)
Reset in India’s Q-Commerce sector (BT)
Evolution of Market Cap Thresholds (Capitalmind)
Sensex Valuations back to May 2020 levels (Patterns)
GQG’s Rajiv Jain starts buying tech stocks (MC)
Stock Talk: Solar Industries (FE)
Sellside Research: Centum Electronics (ICICI)
Is Strait of Hormuz open or closed? (DR)
World wakes up to the commodity cycle (Wasif)
Some stuff I am reading today morning:
20 IPOs, 20 Listings this week (MC)
Iran-US talks in deadlock (CNBC)
India’s 70,000 Cr bet on shipbuilding (BT)
3 Realty Stocks (FE)
Deep Dive: RBZ Jewellers Ltd (Nine One Capital)
Stock Story: Rossell Techsys Ltd (Intelsense)
Notes on Indian markets (Prabhakar Kudva)
Investor Farm: All investors are equal (Zen Nivesh)
Why Japan’s financial markets matter (CNN)
China squeezes its wealthy (Bloomberg)