Some stuff I am reading today morning:
China blocks Meta’s acquisition of Manus (CNBC)
US-Iran both think time is on their side (Yahoo)
Bagmane group to launch REIT IPO (MC)
NSE’s 13 Cr milestone (BT)
Stock Talk: Car Trade (FE)
Company: Southwest Pinnacle Exploration (Zen Nivesh)
A SpaceX IPO odyssey (Aswath Damodaran)
Lessons from Covid Crash (DR)
Are you an analyst or investor? (Microcap Club)
Bad Money (Seth Godin)
Some stuff I am reading today morning:
India-New Zealand FTA to be signed today (MC)
Brent oil tops $107 (CNBC)
RBI cancels license of Paytm Payments Bank (RBI)
Sun Pharma acquires Organon for $11.75B (BSE)
MDL’s stake in Colombo Dockyard (Diplomat)
India should make 40,000 drones per month (BT)
US markets are expensive (The Street)
Big Tech’s job cuts are an economic warning (Yahoo)
Battery swapping in China (NPR)
Defending your convictions (Microcap Club)
Some stuff I am reading today morning:
US-Iran war standoff (CNN)
Iran war doubles cost of India’s imported fertilizers (Bloomberg)
India & China compete for Russian oil (CNBC)
Trump’s racist rant against Indians (Truth Social)
Bernstein’s open letter to PM Modi (ET)
Sector: AMC stocks (FE)
Companu: SCHWING Stetter (BI)
Similar to 1973 Arab Oil embargo (DR)
Google is doing fine on AI (Semafor)
Valuations keep the final score (Grantham)
Some stuff I am reading today morning:
Petrol, Diesel prices may rise by 25 Rs/Litre (BT)
Wall Street is setting records (MC)
Iran seizes container ships (TOI)
Iran war spills into Indo-Pacific (CNN)
Optimus dream comes closer to reality (Yahoo)
Stock Talk: DMart (FE)
Company: HD Fire Protect Ltd (BI)
Missiles & Metals (DR)
On Economic Moats (Pat Dorsey)
Under spending retirement savings (Morningstar)
Some stuff I am reading today morning:
Trump extends ceasefire (JPost)
Insider Trading & Trump Presidency (BBC)
Bank Fixed Deposits are offering 8% (HT)
A rally in search of reality (ML)
Indexing since 1976 (Vanguard)
Company: Aditya Infotech (BI)
Commodity: Sulphuric Acid (Craig Tindale)
Tim Cook turned Apple into a $4T juggernaut (CNBC)
How to use Claude for Equity research (ACS)
Private Equity: More Risk, Same Return (Klement)