Some stuff I am reading today morning:
US-Iran agree to 2 week ceasefire (CNBC)
Oil prices crash (Yahoo)
Tata Steel hits record production (HT)
Noel Tata Vs N Chandra (Fortune)
Noel Tata Vs Mehli Mistry (Money Life)
Scarce LPG pushes buyers into black market (BW)
Sell Side Research: BEL (ICICI Direct)
Software: Risk-Reward is not in favour (The Market)
Long Term Money (Morgan Housel)
Jamie Dimon’s Letter to Shareholders (JP Morgan)
Some stuff I am reading today morning:
Trump’s deadline for Iran looms (BS)
Oil prices extend gains (Yahoo)
The Iran war broke the Petrodollar (Bloomberg)
Americans are feeling the economic pain of Iran war (WaPo)
India turns to Iran for oil & gas (CNBC)
India to launch 2.5 Lakh Cr Credit Guarantee scheme (MC)
India reopens China gate (Forbes)
Company: Coromandel International (BT)
Tale of 2 bear markets (Nine One Capital)
Nobody likes a binary market (Macro is Dead)
Some stuff I am reading today morning:
Trump threatens Iran (CNBC)
Inside the mission to rescue American pilot (CNN)
Plight of seafarers in Strait of Hormuz (WSJ)
Next 2 weeks could break global commodities markets (OP)
FIIs sell 35,000 Cr stake in Q4 in HDFC Bank (MC)
Why MakeMyTrip became a short seller target (Inc 42)
Wall Street targets for Gold (The Street)
Sell Side Research: Lloyds Metals (Equirus)
Amul turnover crosses 1 Lakh Cr in FY26 (HT)
The Investment Excitement Ratio (BBS)
Some stuff I am reading today morning:
Iran President’s Letter to Americans (MC)
Worst might not be over for Indian Equities (CNBC)
Foreign Central Banks sell US Treasuries (FT)
Airline failures loom (Bloomberg)
Indigo hikes airfares as ATF prices surge (BT)
Babus on India Inc Boards (BW)
On Jaiprakash Associates Insolvency (ML)
Will FY27 be a year for Fixed Deposits? (BS)
Nifty 50 Vs Nifty 500 Index Fund (Basu Nivesh)
Stay consistently invested (FE)
Some stuff I am reading today morning:
Trump claims US will leave Iran (Yahoo)
IRGC threatens US companies in Middle East (JPost)
Oracle has laid off 12,000 employees in India (Rediff)
The TVS Group’s Governance Crisis (ML)
HDFC’s hidden governance repricing (BW)
Gold is being spent (Vikas Sehgal)
Don’t buy land in Hyderabad (Revathi)
Small Savings Rates Apr-June 2026 (SI)
Bollywood tries to get back its glitter (FT)
Obituary: Vijaypat Singhania (Swarajya)