Some stuff I am reading today morning:
India deepens US energy trade (CNBC)
India-US inching closer to trade deal (BT)
India’s trade deficit hits record (BS)
Anil Ambani bank fraud (ML)
Russia’s oil price plummets to $36 (OP)
Battle of BESS (BW)
Fear engulfs Bitcoin traders (Yahoo)
Gold likely to continue its rally (The Street)
Berkshire Hathaway’s purchase of Alphabet (Kingswell)
The Master & The Apprentice (Microcap Club)
Some stuff I am reading today morning:
India’s refiners turn to US (OP)
What AI means for India (Nandan Nilekani)
Sector: Shipyards (FE)
Company: Force Motors (Rediff)
Sellside Research: Kilburn Engineering (ICICI Direct)
CCL Vs Vintage Coffee (Zen Nivesh)
America & China’s drone arsenals (WSJ)
Choose your own way (Microcap Club)
Inside the Gulf’s Trillion $ AI gamble (CNBC)
Anti Indian sentiment rising in US (MC)
Some stuff I am reading today morning:
Bombay HC orders CBI probe into Reliance (ML)
FPI ownership dips to 15 year low (Rediff)
Consultation paper on encouraging retail investors (SEBI)
Cabinet decision on critical minerals (MC)
India’s heirs are betting on startups (CNBC)
Bear market grips Crypto (Yahoo)
Stimulating into a Bubble (Ray Dalio)
Private markets are not for retail (CFA Institute)
The Luxury Electric Vehicle is in trouble (NY Times)
1 in 4 US households are living paycheck to paycheck (CNN)
Some stuff I am reading today morning:
Cabinet resolution on explosion near Red Fort (PIB)
Caution on Digital Gold (SEBI)
Bitcoin is struggling (Bloomberg)
India inflation cools to 0.25% (CNBC)
GoI approves 45,000 Cr to boost exports (Rediff)
The next chapter at Tata Trusts (Forbes)
Stock Talk: Muthoot Finance (FE)
We can’t have another 1929 (CS)
The great rotation approaches (DR)
China advances on India’s borders (WaPo)
Some stuff I am reading today morning:
Last Letter of Warren Buffett (BH)
Details of Adani Ent Rights issue (BSE)
ONGC eyes strong output growth (OP)
Stock Talk: ABB India (FE)
Market returns happen when you sleep (HT)
Hyperscalers are understating depreciation (Michael Burry)
Multiple ways to get 15% CAGR returns (Gorilla Game)
Set Return expectations right (Nooresh Merani)
2 Capabilities to excel at Finance (F&F)
The great Mumbai land grab (ML)