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Some stuff I am reading today morning:
$3-4 Billion inflows possible in HDFC Bank (MC)
The world is sitting on a $91 Trillion problem (CNN)
Discount brokerage firms feel the heat (FE)
Company: Antony Waste (Forbes)
Commodity: Tungsten (CNBC)
Big investors are doubling down on oil & gas stocks (Oil Price)
How Bull Markets work (Common Sense)
‘Boomer Candy’ Funds (Morningstar)
Green New Scam is dying (DR)
The importance of diversification in investing (Buffett)
Some stuff I am reading today morning:
Trading turnover climbs to new highs (BS)
SEBI asks Market Infra Participants to levy uniform charges (FE)
Our response to SEBI (Hindenburg)
Maharashtra’s 40,000 Cr Power Tender (BW)
Nuvama on MSCI August Review (MC)
The story of UltraTech (Money Life)
Factor Olympics H1 CY2024 (Finominal)
Top Takeaways from Oaktree Conference 2024 (Oaktree)
The compelling case for contrarianism (Felder Report)
The Four Barriers to AI Adoption (Tomasz Tunguz)