Author: Raoji

Some stuff I am reading today morning:

India Inc plans fund raising via QIPs ( BS )

RBI imposes restrictions on Edelweiss ( Rediff )

All eyes on Election Results ( Money Life )

US bond markets sound inflation alarm ( The Street )

India is key beneficiary of China+1 ( Fortune)

S&P upgrades India’s outlook to ‘Positive’ ( DH )

Modi’s return will boost defence,infra stocks ( Reuters )

The best investment hedge right now is Gold ( Ray Dalio )

The insane rally in Nvidia ( Josh Brown )

AI integration and modularisation ( Stratechery)

Some stuff I am reading today morning:

Adani Group to raise Rs. 33,254 Cr (Rediff)

Yield on 10 Year GSec falls below 7% (FE)

GCCs to account for 40-45% of office leasing (DH)

Is Kirloskar Battle finally settled? (Money Life)

Reliance inks Russia oil deal (Oil Price)

Why Indian startups are ‘reverse flipping’ (Forbes)

Do you need alternatives to get rich? (Nick Maggiulli)

The problem with concentrated funds (BI)

One Misfortune away from Insolvency (DR)

The AI Trust fall (Tomasz Tunguz)