Some stuff I am reading today morning:
India’s forex reserves hit all-time highs (DH)
RBI’s Liquidity Dilemma (BW)
Sugar prices soar (CNBC)
Adani Airports seeks $20B+ valuation (MC)
Nvidia hike puts India data centers under pressure (FE)
Global boom in electric 2W (OP)
Foreign central banks don’t trust America (PK)
Games high debt countries play (Robin Brooks)
Venture Capital’s weakest link (Aswath Damodaran)
The Smartest Money (Verdad)
Some stuff I am reading today morning:
NSE Pre-open session is changing (NDTV)
SEBI to review F&O settlement pricing (BS)
Tata Chemicals forced to exit Kenya (MC)
Old Monk cannot be sold as rum (Mathrubhumi)
CCI holds Debenture Trustees guilty of cartelisation (ML)
Rustomjee Crown residents sue developer (MC)
Sell Side Research: LG Electronics (ICICI)
Shakeout in early-stage AI (CNBC)
Electric Trucks are inevitable (OP)
How to invest when your portfolio gets bigger (CS)
Some stuff I am reading today morning:
RBI pulls in $136B (RBI)
System Liquidity surges to 7.7 Lakh Cr (FE)
How Govt calculated GDP numbers (HT)
JCR upgrades India’s sovereign rating (MC)
Persistent Systems to raise $450M (NDTV)
GRT buys TBZ (Dhruva)
Price of money is going up globally (CNN)
Stock Story: United Drilling Tools (Intelsense)
Ukraine war is escalating (The Market)
China risk to Data Centers (IEEE)
Some stuff I am reading today morning:
New US attacks on Iran (CNN)
PM Modi’s fresh appeal for gold austerity (MC)
Govt hikes windfall tax on petrol,diesel exports (DH)
Warnings from bond markets (Forbes)
NCLT stays Subhash Chandra order (ML)
Stock Talk: Manappuram Finance (FE)
Company: Antelopus Selan Energy (Proinvest)
2026 Tax Rules for HUF (CA Club)
Only 4 Ways to make money (Superior)
All bubbles end in deflation (DR)
Some stuff I am reading today morning:
India’s GDP grows 7.8% (Forbes)
CAS is now CASino (BW)
Jagdishan’s tenure at HDFC Bank (ML)
ESDS IPO: Red Flags (Dhruva Pandey)
Happiest Minds to merge with ITC Infotech (MC)
ONGC to invest 1 Lakh Cr (DH)
Stock Talk: GE Shipping (FE)
A real asset super cycle has begun (The Market)
A glacial flood of debt (DR)
Macro is just chemistry (Moon Tower)