Categories
Cement

Cement Stocks Crash

Categories
Links

Linkfest : 07 June, 2022

Some stuff I am reading today morning :

RBI starts MPC meet ( Rediff )

10 Year GSec touches 7.5% ( BS )

Natural Gas hits 13 year high ( Oil Price )

India to increase Russian oil imports ( MC )

Adani’s Green Avatar ( Fortune )

Never wait for the market to get cheaper ( Howard Marks )

Its time for tax loss selling ( Morningstar )

Short Term Momentum ( Larry Swedroe )

Ostentatious Stupidity ( Daily Reckoning )

Russia to service external debt in Roubles ( CNBC )

Categories
Excerpts

Bear Market Intermission

Source : Ruchir Sharma, Financial Times
Categories
Excerpts RBI

Expect atleast 6%

Source : Tamal Bandyopadhyay, Business Standard
Categories
Links

Linkfest: 06 June, 2022

Some stuff I am reading today morning:

Rupee to head lower (BS)

India turns 10% of its petrol green (FE)

Thread: India decoupling story 2007-08 (Akshay Badjate)

Unicornish to English Translator (Anand Sridharan)

Thread: On position sizing (Ganesh Nagarsekar)

Stock Talk: Glenmark Life Sciences (Dolly)

Alternatives to debt investments (MC)

Popular Delusions (Calderwood Capital)

Crash, then Boom (Dylan Grice)

2022 Analyst Day Transcript (JP Morgan)