Some stuff I am reading today morning:
Tata Consumer’s 7000 Cr Buyouts (NDTV Profit)
TCS plans a new playbook ( BT )
Risks of Ola Electric IPO (Forbes)
India-Japan Fund invests 400 Cr in Mahindra (Fortune)
Stock Analysis: Relaxo Footwears (Dr Vijay Malik)
Interview with David Rosenberg (The Market)
The folly of selling on bad news (2Point2Capital)
Lessons learned the hard way (Rob Henderson)
Ideas that stuck 2023 (Real Returns)
Memo: Easy Money (Howard Marks)
Some stuff I am reading today morning:
World Bank retains India growth forecasts (FE)
Record FPI inflows in debt market (Rediff)
Houthi launch largest attack in Red Sea (CNBC)
Starbucks India to have 1000 stores by 2028 (HT)
Zee misses $200 Million payment to Disney (NDTV Profit)
Startup: KreditBee (Forbes)
VC investments may hit 5 year low in 2024 (II)
Q3 FY24 Letter to Investors (Solidarity)
Presentation: AI & Everything Else (Ben Evans)
The best investing moves get yawns not applause (Buffett)
Some stuff I am reading today morning:
India’s Marketcap to GDP ratio is at all time high (BT)
MF Industry’s AUM crosses 50 Lakh Crores (Fortune)
Bloomberg indices may include India Gilts (FE)
Sony planning to call off merger with Zee (NDTV Profit)
Tatas to list Tata Autocomp Systems (MC)
Indigo hikes air fares (BS)
Aging fleet challenges Green Shipping aspirations (Oil Price)
Startup: InsuranceDekho (Forbes)
Reasons to be Bullish/Bearish in 2024 (Big Picture)
Risks of wider war in Middle East increases (Arab News)
Some stuff I am reading today morning:
Gautam Adani is again Asia’s richest person (CNBC)
FPI’s continue their buying spree in Jan (Rediff)
VinFast to invest $500 Million in India (Fortune)
Whistleblower complains about BSE (BW)
How BluSmart is disrupting the cab-hailing business (BT)
Company: RITES Ltd (Fundoo Professor)
Startup: Mad Over Donuts (Forbes)
What we are seeing (Abakkus)
In Court: Naresh Goyal (NDTV Profit)
Active Patience (MicroCap Club)
Some off beat reads for the weekend:
The World as our Oyster (Dr S Jaishankar)
2024: Conflicts to watch out for (Crisis)
On Russia-India ties (RT)
What I feel about the ‘Bharat Narrative’ (Global Times)
The Great Wall against China (Open)
Houthis drag India into Red Sea crisis (ORF)
The long fall of the Slavic nation (Engelsberg)
Israel’s Gaza withdrawal (Cradle)
Pakistan-An Israel without America (Tribune)
Cash on Delivery fraud in Vietnam (ROW)
South Africa’s Brave New World (PSmith)
Kissinger’s Corrosive Policy (Asia Nikkei)
Travelogue: Wayanad & Calicut (Team BHP)
When coffee needs buttering up (Mint)
Thread: Lajja Gauri (Shiva)