Some stuff I am reading today morning:
US, Iran in intense talks (MC)
Thread: Don’t let 100 INR/$ bother you (Arvind Panagariya)
Warning signs from India’s bond market (BS)
Zepto to launch IPO in July (Rediff)
Gold is 1.65L/10 grams (DH)
Company: Deccan Gold Mines (Pulse of Profit)
Stock Talk: Force Motors (FE)
Why we invested in National Fittings (Bhavik Mehta)
AI earnings are cyclical not permanent (Jim Chanos)
Most high-income earners retire with 3 Cr portfolios (Muthu)
Some stuff I am reading today morning:
INR hits fresh lifetime lows (DH)
Adani-Untouchable no longer (BW)
SpaceX files IPO prospectus (Yahoo)
Wait till 15th June before filing ITR (MC)
Stock Talk: MTAR Technologies (FE)
Interview with Nikhil Aggarwal, Grip Invest (BT)
US Public Markets Update (Coatue)
Stories Vs Statistics (CS)
Investing in a world in turmoil (DR)
Why people are excited about Swatch’s Royal Pop watch? (BBC)
Some stuff I am reading today morning:
US 30 Year Treasury yield tops 5.19% (CNBC)
How Trump backed off attacking Iran (CNN)
India loses all slots in top 100 cos (MC)
FMCG prices set to rise (FE)
One Hedge Fund holds key to Ukraine (Bloomberg)
Bonds, Barrels and Bulls (ML)
The Case for Shorting (Verdad)
Explaining your strategy to a child (RRP)
Yes, you should gamble (CFA Institute)
No pain, no premium (The Market)
Some stuff I am reading today morning:
US holds off attack on Iran (Truth Social)
India no longer a stock market darling (Bloomberg)
India gets US waiver for Russian crude (OP)
US Justice Department drops all charges against Adani (DH)
Elon Musk loses court battle against Open AI (Yahoo)
Retail investors go all in on Korea (Korea Times)
Euphoria in semiconductor stocks (Josh Brown)
Vodafone Idea confident of comeback (BS)
3 EV Battery Chemical Stocks (FE)
Forget “F*** You Money” (Henrique Centieiro)
Some stuff I am reading today morning:
Moscow attacked by Ukrainian drones (Zelenskyy)
Govt imposes import curbs on Silver (DH)
Bond yield spikes are a warning to markets (Reuters)
Thread: The most asymmetric trade (Jeffrey Currie)
Stock Talk: VIP Industries (FE)
Deep Dive: Paytm (Zen Nivesh)
Good results. Falling stocks (91 Capital)
India’s oil & gas reforms that never happened (Rajeev Mantri)
How the Iran war has crippled Qatar (MC)
China’s Battery Breakthrough (OP)