Some stuff I am reading today morning:
Oil rallies to $120 (OP)
INR near 95/$ (Rediff)
US Fed holds rates steady (FE)
Small & Midcaps record best month in years (MC)
What the exit polls say (BT)
Trump seeks to extend blockade (CNN)
Iran’s economy descends into death spiral (WSJ)
AI is a threat to India’s growth story (CNBC)
Leasing controversy at Bank of Maharashtra (ML)
Killer robots are already here (Conversation)
Some stuff I am reading today morning:
UAE’s shock OPEC exit (CNBC)
US is being humiliated by Iran (Guardian)
Aviation Sector faces fuel shock (BW)
The Oil Squeeze tightens (Paul Krugman)
RBI’s directives on bad loan recognition (BT)
Anil Ambani’s empire in tatters (ML)
Elon Musk Vs Sam Altman (WaPo)
How parents transfer generational wealth to their kids (NY Mag)
The 3 Questions in AI sales (Tomasz Tunguz)
Courage Vs Excuses (Seth Godin)
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)