Author: Raoji

Some stuff I am reading today morning:

Trump may declare National Economic Emergency ( CNN )

UBL stops supply to Telangana ( DH )

M&M opens EV battery facility ( Fortune )

Govt revises gold import data ( Rediff )

BP to help India boost oil production ( Oil Price )

FED will move slowly on rate cuts ( CNBC )

Thread : China interest rates are lower than Japan ( Kobeissi)

How front running distorts capital markets ( FE )

New guidelines for Research Analysts ( SEBI )

New guidelines for Investment Advisors ( SEBI )

Some stuff I am reading today morning:

The US stock market has never been more concentrated ( FT )

Haldiram’s snacks empire attracts global interest ( BS )

Housing sales hit 12 year high in 2024 ( DH )

PLI scheme for speciality steel ( Fortune)

Sector : Hotels ( MC )

Are 5 Year Tax Saver deposits still worth it? ( Apna Plan )

5 Investment Mistakes to avoid ( Basu Nivesh )

The Great Crypto Crash ( Atlantic )

Memo : On Bubble Watch ( Howard Marks )

What do investors expect in 2025? ( BI )