Some stuff I am reading today morning:
Adani Group to raise Rs. 33,254 Cr (Rediff)
Yield on 10 Year GSec falls below 7% (FE)
GCCs to account for 40-45% of office leasing (DH)
Is Kirloskar Battle finally settled? (Money Life)
Reliance inks Russia oil deal (Oil Price)
Why Indian startups are ‘reverse flipping’ (Forbes)
Do you need alternatives to get rich? (Nick Maggiulli)
The problem with concentrated funds (BI)
One Misfortune away from Insolvency (DR)
The AI Trust fall (Tomasz Tunguz)
Some stuff I am reading today morning:
Adani Energy to raise 12,500 Cr ( FE )
NSE lowers tick size to 1 Paisa ( BT )
RBI scrutiny on gold loans business ( Rediff )
Sector : Railway Stocks ( BW )
Gold maintains safe haven status ( Oil Price )
Fed rate cuts face big reset ( The Street )
S&P 500 Vs US Economy ( Common Sense )
On Factor Momentum ( Alpha Architect )
Lazy Work, Good Work ( Morgan Housel )
Financial Fraud lurks on TikTok ( Big Picture )
Some stuff I am reading today morning:
Range Rover to be made in India for first time ( Fortune )
SEBI cracks down on stock market fantasy games ( Rediff )
EM investors are focussing on India & Indonesia ( Bloomberg)
Most startups working to make India their domicile ( FE )
Commodity : Coal ( Katusa )
How to select between old and new tax regime ( BW )
A great investor is a great rejector ( Jana V )
Dow 40,000 ( Josh Brown )
The “Old Money” secret to wealth ( DR )
Quantitative Momentum Investing ( Validea )
Some off beat reads for the weekend:
Milei’s radical plan to transform Argentina ( Time )
Ukraine is on the ropes ( Guardian )
The toxic Russia-China Nexus ( Open )
The East is prevailing over the West ( Print )
China’s economy faces lost decades ( Newsweek )
The graying gig economy ( ROW )
Pakistan’s quest for a foreign policy ( Tribune )
The obsolescence of Lutyen’s elite ( Nandini Bahri )
Thread : How Gopal Patha saved Hindus of Kolkata ( SBT )
Why Machiavelli wrote The Prince ( Engelsberg)
Thread : Alexander’s encounter with Brahmins ( True Indology)
My memories of Ebrahim Raasi ( TOI )
Thread : Reality of INA secularism ( Vats Rohit )
Most Value for Money Luxury Cars ( Team BHP )
The world’s revolt against bad tourists ( BBC Travel )
Some stuff I am reading today morning:
China starts military drills around Taiwan ( CNN )
Indigo airlines post bumper profits ( Fortune )
Thread : 12 Observations on Consumer Brands ( Arindam Paul )
How India became world’s third largest startup hub ( Forbes )
China’s iron ore imports expected to hit record high ( Oil Price )
Economic Collapse in Bhutan ( CNBC )
The most unexpected breakout of 2024 ( DR )
Avoiding the Behaviour Gap ( Big Picture )
How lies spread ( Irrelevant Investor)
The Ultimate Life Coach ( Mr MM )