Author: Raoji

Some stuff I am reading today morning:

Euphoria in Indian IPOs ( Bloomberg )

India’s rooftop solar program ( Hindu )

Company: Voltas ( Rediff )

Banking Crisis in China ( Sina 21 Capital)

Indians are travelling abroad like never before ( Fortune )

Q1 FY25 Letter to Investors ( Solidarity)

Q1 FY25 Letter to Investors ( 2Point2 Capital )

The beginning of the end of market price targets ( Axios )

Does ‘Skin in the Game’s really matter? ( BI )

A Bear Market shock can upend Tech stocks ( Climateer )

Some stuff I am reading today morning:

Equity MF inflows hit 40,000 Cr in June ( Rediff )

SEBI derivatives panels suggests curbs ( MC )

India food services market to touch 7.76 Trillion ( FE )

India-Russia target $100 Billion bilateral trade ( BS )

Company: ICICI Bank ( Fortune )

Errors in SC DMRC Judgement ( BW )

Rentier Capitalism ( Mostly Economics)

Pollution Premium ( Alpha Architect)

The playing field for China gets narrow ( The Market )

Crypto’s Make or Break Moment ( DR )