Source: Earnings Call of Allied Blenders & Distillers Ltd
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Linkfest: 07 February, 2025
Some stuff I am reading today morning:
INR declines to 87.58 (HT)
Bombay High Court orders probe into Jai Corp fraud (Money Life)
Solar cell capacity to jump 5 fold by 2027 (FE)
Trump’s tariffs on China bite US online shoppers (Yahoo)
SEBI order in front running of Anuj Sheth (NSE)
Stock Talk: Muthoot Finance (Proinvest Nirmiti)
Jim Chanos on AI (AM)
Don’t freak out (CS)
Tilting the odds in your favour (Novel Investor)
Timing is not everything, but it matters (IT)
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Gold Vs Equity
Source: Netra by DSP
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The Case for Short Selling
Source: Raging Capital
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Linkfest: 06 February, 2025
Some stuff I am reading today morning:
Big Ticket IPOs in February 2025 (Fortune)
Why Nifty may cross 25,000 (BW)
Why markets will remain under pressure due to FII selling (FE)
Record demand for Gold (OP)
RBI Governor Malhotra expected to cut rates (BS)
Interview with Sunil Shah (BT)
Trump administration focusing on 10Y Yields (Yahoo)
The case for short selling (Raging Capital)
Making Markets in Time (Pivotal)
The Danger of “Breaking Even” Mindset (AM)