Source: Investor Presentation of Nippon Life Asset Management Ltd
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Author: Raoji
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Linkfest: 25 April, 2024
Some stuff I am reading today morning:
Kotak Bank prohibited from onboarding new customers (RBI)
SME IPO index hits lifetime high (FE)
Questions to the Congress on Wealth Redistribution (HT)
Sector: Indian IT Services (Rediff)
The decline of the Japanese Yen (DH)
China continues to dump steel (Oil Price)
Every stock has a different shelf life (Microcap Club)
Risk Seeking Vs Mitigating (Ted Lamade)
Blackstone’s Bonfire of BREIT holders (IR)
What happened when India banned TikTok (AP)
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Mega Trend: India Commodity Options
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Linkfest: 24 April, 2024
Some stuff I am reading today morning:
India 4th largest military spender in 2023 (Fortune)
150 Cr fraud at M&M Finance (NDTV Profit)
Adani stocks now have a prominent investor base (BS)
Company: PI Industries (Forbes)
The 4 fallacies of MF Stress Test (Money Life)
Interview with Ashish Shah, CIO Goldman Sachs Asset Mgmt (BP)
Are you an investment historian or a futurist? (Morningstar)
The market is running on FED Happy Talk (DR)
Watch the $ Crumble (QTR)
Think slow (Prof Galloway)