Categories
Excerpts

Where are the long term investors?

Source: Discerene

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Chart

What Drives enormous Market Caps

Source: GMO

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Links

Linkfest : 11 July, 2024

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 )

Categories
Chart

The rise & rise of India

Source : Financial Times

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MutualFunds

More Funds than Stocks

Source : Wall Street Journal