Source: Financial Times
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The Chinese Juggernaut
Source: Financial Times
Author: Raoji
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Linkfest: 02 January, 2025
Some stuff I am reading today morning:
Cigarette stocks shed 60,000 Cr in market cap (MC)
Devyani & Sapphire Foods to merge (CNBC)
Robust GST collection in Dec 2025 (HT)
Order in matter of DU Digital Technologies Ltd (SEBI)
Dividend Yield Monitor-Jan 2026 (SBI Securities)
4 silent investments of superstar Chiranjeev (FE)
The biggest risk in 2026 (CS)
Warren Buffett: A Question of Character (RL)
Astonishing wave of anti-Indian hate in US (NY Times)
The secret to a long life (WSJ)
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DSM: Zapping Investors
Hat Tip: NG
Source: Exchange Filings of DSM Fresh Foods Ltd
The recently listed company made an announcement of acquisition of a related party co with 15L Revenues for only 7.5 Crs
This is in direct contravention of their prospectus which allotted only 2.18 Cr for acquisitions
Jago SEBI Jago !
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China’s 1 Trillion $ Surplus
Source: Wall Street Journal
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Linkfest: 01 January, 2026
Wishing readers a very Happy New Year !
Some stuff I am reading today morning:
Small Savings Schemes rates Jan-March 2026 (BT)
India’s aluminium & steel exporters face shock (ABP)
Govt approves package for Vodafone Idea (Rediff)
India’s next Billion Consumers (Bloomberg)
What worked in 2025 (Chart Kid Matt)
A few themes for 2026 (Tanay Jaipuria)
12 Predictions for 2026 (Tomasz Tunguz)
US markets are artificially inflated (GMO)
China’s 6 Decade campaign to dominate Rare Earths (NY Times)
Which kind of ‘enough’ (Seth Godin)