Category: Links

Some stuff I am reading today morning:

Indigo places order for 30 wide-body planes (DH)

AI can kill most call centres (MC)

Fears of stagflation in the US (CNN)

India’s EV policy to attract global players (CNBC)

US exports of Indian solar makers booms (Fortune)

State-run energy firms line up green IPOs (FE)

Company: ACE Construction (Forbes)

Investment Bank: DAM Capital (BI)

Valuations are a proxy for future returns (Morningstar)

An offer you can’t refuse (Best Interest)

Some stuff I am reading today morning:

Kotak Bank prohibited from onboarding new customers (RBI)

SME IPO index hits lifetime high (FE)

Questions to the Congress on Wealth Redistribution (HT)

Sector: Indian IT Services (Rediff)

The decline of the Japanese Yen (DH)

China continues to dump steel (Oil Price)

Every stock has a different shelf life (Microcap Club)

Risk Seeking Vs Mitigating (Ted Lamade)

Blackstone’s Bonfire of BREIT holders (IR)

What happened when India banned TikTok (AP)

Some stuff I am reading today morning:

India 4th largest military spender in 2023 (Fortune)

150 Cr fraud at M&M Finance (NDTV Profit)

Adani stocks now have a prominent investor base (BS)

Company: PI Industries (Forbes)

The 4 fallacies of MF Stress Test (Money Life)

Interview with Ashish Shah, CIO Goldman Sachs Asset Mgmt (BP)

Are you an investment historian or a futurist? (Morningstar)

The market is running on FED Happy Talk (DR)

Watch the $ Crumble (QTR)

Think slow (Prof Galloway)

Some stuff I am reading today morning:

Adverse election outcome could crash indices by 30%-35% (Fortune)

Reliance’s pre tax profits crosses 1 Lakh Crore (MC)

HM Amit Shah’s stock portfolio (NDTV Profit)

Stock Talk: IREDA (BT)

Startup: Rubrik (Forbes)

The art of investing in banks (Pari Passu)

Commodities are outperforming in 2024 (Capital Spectator)

The Central Bank Gold stampede (Katusa)

Investors are pulling out of risk parity funds (Climateer)

Are side hustles worth it? (RetireBy40)