Some stuff I am reading today morning:
Oil prices crash ( CNBC )
100 Days of Modi 3.0 ( BS )
Nano Urea has few takers ( FE )
Tata Power starts solar cell production ( Fortune)
M&M rubbishes Congress allegations ( BSE )
New allegations against Quant MF & SEBI ( Zee )
Size not frequency of winners ( AM )
Investors must survive ( BI )
Dog chasing tail narrative of investment commentary ( DM )
Is overconfidence leading equity investors to ruin? ( BoW)
Some stuff I am reading today morning:
Gautam Adani could become a $ Trillionaire by 2028 (BS)
Oil prices could fall further (Oil Price)
Why India is betting big on PetChem (MC)
3 Religare officials booked in ED case (HT)
Apple launches iPhone 16 ( CNBC )
10 Years of the Apple Watch ( Verge )
Cylib to set up largest EV Battery recycling plant in Europe (CNBC)
Interview with Kenneth Rogoff (The Market)
The Butterfly Effect, index funds and rise of largecaps (Klementon)
Turning into momentum investors while selling (Bill Nygren)
Some stuff I am reading today morning:
13 IPOs this week ( Rediff )
SME IPO rush in 2024 ( FE )
Risk off sentiment in global markets ( CNBC )
Stock Talk : Vodafone India ( Fortune )
Trade : IPOs Flipping ( BW )
Teaching Note : Shriram Finance ( Fundoo Prof)
Stock Analysis : Triveni Engineering ( Dr Vijay Malik )
Company : BSE Ltd ( Proinvest Nirmiti)
5 new rules for PPF, Sukanya ( MC )
Large Positions ( Microcap Club)
Some off beat reads for the weekend:
How ancient India shaped the West (Guardian)
Non-BJP states are going bust (Open)
The American strategy of ‘colour revolutions’ (First Post)
The Battle for Myanmar’s Rakhine State (Crisis)
Six Wars that China may fight ( Stratnews)
The Kursk Offensive (National Interest)
Germany: The End of the Zeitenwende (DGAP)
Pakistan: The Imran-Faiz-Bushra nexus (Tribune)
Israel: Crush Hamas or free hostages? (TOI)
Cracks in China-Pakistan relations (ORF)
The Australian way of war and peace (Engelsberg)
Why the West must fight for its history (Spiked)
Knowledge is not Understanding (Lawrence Yeo)
Travel: Germany’s Black Forest (Smithsonian)
Photos: Khazakstan (MWL)
Some stuff I am reading today morning:
India to top China in Emerging Markets ( DH )
All eyes on US Jobs report ( CNN )
Thread : What happens when the Fed cuts ( Brett )
SEBI employees demand SEBI chief’s resignation ( BW )
It’s curtains for Vistara ( MC )
Stock Talk : Indigo ( Rediff)
Company : HyFun Foods ( Forbes)
New avenues for startup funding ( Fortune)
Intel Honesty ( Stratechery )
Which design era are we in? ( Tomasz Tunguz )