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Linkfest: 04 June, 2026

Some stuff I am reading today morning:

US, Iran exchange military strikes (Yahoo)

RBI clarifies it has not sold gold (RBI)

Copper trading near lifetime highs (OP)

IT stocks plunge on renewed AI fears (BS)

99.8% revenues of Rajesh Exports Ltd are fake (FE)

Trump is rebuilding his tariff engine (CNN)

Taiwan, S Korea’s market caps overtake India (CNBC)

India’s luxury EV market gets a shakeup (MC)

Stock Talk: Sical Logistics Ltd (Bhavik Mehta)

FDs Vs Bonds (HT)

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Links

Linkfest: 03 June, 2026

Some stuff I am reading today morning:

Bitcoin falls below $70,000 (CNBC)

India’s Oman bet looks timely (OP)

Godrej enters Wealth Management (MC)

Theme: Wealth Management stocks (FE)

Citron Research found guilty of fraud (MSN)

India needs $90 Billion of foreign capital every year (ML)

How mega IPOs will change US stock markets (Morningstar)

Defense Startup Funding hits global records (Crunchbase)

The rise & fall of GoPro (Yahoo)

Investing in family run businesses (MI)

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Links

Linkfest: 02 June, 2026

Some stuff I am reading today morning:

India-US Trade deal this week (BS)

Trump declares Lebanon ceasefire (JPost)

Warning signs from US stock markets (CNBC)

Wockhardt opts for self-commercialization (MC)

Adani: The Houdini of Gujarat (Economist)

Noel Tata opposes listing of Tata Sons (MC)

Sell Side Research: Kilburn Engineering (ICICI Direct)

India should win. Not with my money (Vinod Kumar)

Drones Vs Jets (BT)

Defense Dinosaurs fall behind (DR)

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Links

Linkfest: 01 June, 2026

Some stuff I am reading today morning:

Wall Street Bulls defy bubble fears (FT)

Suzlon Energy penalized by SEBI (ML)

Trent targets 10x revenue milestone (Rediff)

Stock Talk: BSE Ltd (FE)

Deep Dive: Medi Assist Healthcare Services (Zen Nivesh)

Savings Scheme: Sukanya Samriddhi (SI)

Why we invested in Venus Remedies (91 Capital)

IPOs are now the exit ramp (Yahoo)

Shorting & Rebalancing (Verdad)

Bill Gates’s image is diminished (WSJ)

Categories
Links

Linkfest: 29 May, 2026

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)