Some stuff I am reading today morning:
Iran eyes military targets in Europe (FT)
India is Asia’s least favoured market (Bloomberg)
US National Debt hits $40 Trillion (CNN)
US Treasury doubles bond buybacks (CNBC)
Gold crosses $4500 (DR)
SEBI cracks down on CAS manipulators (NDTV)
CBI books Gensol Engineering Founders (MC)
India set to import sugar (BS)
Nvidia $500B financing risk (Sascha)
Study yourself before studying companies (Microcap Club)
Some stuff I am reading today morning:
US 30Y yields hit highest levels since 2007 (Yahoo)
No US-Iran talks (CNBC)
Tata Sons defers AGM (Forbes)
Noel Tata’s real test (ML)
Swiggy turns Indian-owned (NDTV)
Stock Talk: Faze 3 (Katalyst)
2 Dredging Stocks (FE)
Medical Devices manufacturing in India (BT)
Where is the moat in AI? (Saad Khan)
Challenges of starting your own fund (EM)
Some stuff I am reading today morning:
Trump threatens to bomb Oman (CNBC)
Devas wins $2 Billion against ISRO (Rediff)
US long term treasury yields surge (MSN)
GoI should bring E10 back (FE)
India’s Defence Strength (PIB)
3 Defence Stocks (FE)
Startups are bridging the Menopause gap (Forbes)
Global food crisis in 2027 (BT)
My take on private investments (OC)
Building a Fixed Deposit ladder (Morningstar)
Some stuff I am reading today morning:
Foreign Asset Tax Amnesty Scheme (NDTV Profit)
Reliance & Rolls Royce to make combat engines (BSE)
Ukraine-Russia war intensifies (CNN)
4 PSU Bank Stocks (FE)
Deep Dive: Pyramid Technoplast (Zen Nivesh)
The wealthiest family offices of India (CM)
The pin will meet the AI bubble (DR)
The elephant in the room (Havenstein)
The case for value investing (Oakmark)
China’s military is focused on disruptive technologies (SCMP)
Some stuff I am reading today morning:
India to be official partner country of Russia Energy Week (BT)
US vows more economic pressure on Iran (Reuters)
Diesel crack spreads explode to record (Climateer)
FPIs exit 60% of anchor holdings in a year (NDTV Profit)
Stock Talk: SJS Enterprises (FE)
Indian workers are teaching Robots (Bloomberg)
FAFO for America (FT)
What our mistakes taught us (Carnelian Capital)
Economic Reality & Market Trajectory (Sage One)
Your grandfather’s military is dead (DR)