Some stuff I am reading today morning:
Market Cap of BSE Listed firms at all time highs (FE)
India imposes 20% export duty on non-Basmati rice (Rediff)
Jio Moment in FMCG (BT)
Flipkart forays into hotel booking business (Fortune)
E-bus demand goes up (BI)
Multiplexes count on Brahmastra to swing their fortunes (BS)
Bali’s Crypto summer ends (IMF)
“Soft Landing” (Convexity Maven)
Bear Repair (Goldman Sachs)
Good Enough (Morgan Housel)
Some stuff I am reading today morning:
Russia to stop supplying energy if price caps imposed (BS)
European Central Bank to unleash a massive rate hike (CNBC)
Govt cuts Railways Land Licensing fee to 1.5% (Fortune)
Adani to create 3 Giga Factories in India (BT)
Europe’s metal plants struggling to survive (Bloomberg)
Stock Talk: LG Balkrishnan & Bros (Phoenix Capital)
Ex-NSE MD Ravi Narain sent to 2 Day ED Custody (Rediff)
Is a new golden age of value coming? (Klementon)
The role of shorts in a real assets portfolio (Massif Capital)
There’s a lot of misery by misusing stocks (Charlie Munger)
