Some stuff I am reading today morning:
Bumper RBI dividend to Govt ( BS )
Major rejig of GST, Customs Duty being planned ( FE )
Regulations on the way for SME IPOs ( BW )
Tata Motors is now most profitable co of Tata group ( Rediff )
Adani Group accussed of Coal Scam ( Money Life )
Nvidia shows no signs of AI slowdown ( CNBC )
Charts : Risk On across the globe ( All Star )
Profile : Terry Smith ( Pari Passu )
Buffett : Don’t underestimate the role of luck ( AM )
Survival ( Microcap Club )
Some stuff I am reading today morning:
India marketcap hits $5 Trillion ( Fortune )
Stock valuations may not be sustainable ( FE )
Curious case of huge haircuts at NCLT ( BT)
Vivo overtakes Samsung in India ( Forbes )
Company : Ashiana Housing ( BI )
Stock Talk : Jagsonpal Pharma ( Watchlist )
Interview with Nilesh Shah ( Rediff )
On Cash Flow Statements ( Foot Notes Analyst )
A tool for testing investor confidence ( BI )
Why we still believe in Gold ( Unherd )
Source: Investor Presentation of GRP Ltd
Some stuff I am reading today morning:
FPIs withdraw 28,200 Cr from Indian equities in May (BS)
Markets stare at $14.5 Billion outflow risk (Forbes)
RBI cracks whip on co-lending deals (MC)
Debt-to-EBITDA at a decadal low (FE)
Ashok Hinduja’s leverage in the RCap deal (BW)
Commodity: Gold (BI)
Interview with Stanley Druckenmiller (CNBC)
A Masterclass with Bill Miller (Investment Talk)
The Stock Market’s great Paradox (The Market)
The Life Hedge (Jared Dillian)
