Some stuff I am reading today morning:
The Modi Premium (Money Life)
India set to be world’s 3rd largest economy by 2030 (BS)
Moody’s cut China’s credit outlook to negative (CNBC)
Indigo takes flight to recovery (Fortune)
60%-70% of IPO applications coming via UPI (MC)
American Equities: Santa Claus Rally (FE)
Interview with Puneet Dalmia (Forbes)
Interview with Kevin Duffy (The Market)
When should you average down? (Ian Cassel)
Risk & Return are interchangeable (Oblivious Investor)
Some stuff I am reading today morning:
Sensex, Nifty at all time highs (Rediff)
Adani group stocks surge (FE)
India at CoP28 (Forbes)
Benaami Billionaire Abu Azmi in tax net (BW)
Byju’s defaults on its payments to BCCI (Money Life)
Gold spike creates wealth effect in India (Fortune)
Adani Green commits to boost capacity 5x by 2030 (Oil Price)
Capital Allocation-Factor Strategy (GrowthFiniti)
Full transcript of Charlie Munger’s last interview (CNBC)
Factory Construction boom in the US (Climateer)
Some stuff I am reading today morning:
BJP Hat Trick in 2023 means guarantee of BJP Hat Trick in 2024 (NDTV)
Markets will love the state election results (Prabhakar Kudva)
Rally in US markets has been fast n furious (The Street)
Global indices at all time highs (Nooresh)
Coal India surpasses production target (Fortune)
Inside Foxconn’s struggle to make iPhones in India (ROW)
How much are you hurting your returns? (Microcap Club)
Overcoming cash addiction in your portfolio (Common Sense)
A new twist on Momentum strategies (Alpha Architect)
Shutting down my blog (TRB)
Some off beat reads for the weekend:
India’s G20 Presidency, for the World (Narendra Modi)
Henry Kissinger, War Criminal, dead (Rolling Stone)
Israel knew Hamas’s attack plans a year back (NYTimes)
America’s undying Empire (Guardian)
How Citizen Surveillance ate San Francisco (Wired)
Israel’s choice: Body or Soul (TOI)
What Arab states can do to punish Israel (Cradle)
How Islamism destroyed the Palestinian movement (Spiked)
Islamized UK: Muslims terrorize Hindus (Rair Foundation)
The predatory mindset of Pakistan’s elite (Tribune)
More Mexican women are joining criminal groups (Crisis)
Asia’s streaming influencers (ROW)
Travel: Karakalpakstan (BBC Travel)
Drive: 1500 km Southern Coastline (Team BHP)
Thread: The most useful thought razors (George Mack)
Some stuff I am reading today morning:
Exit Polls (MC)
JSW to buy 35% stake in MG India (Fortune)
UltraTech Cement to buy cement business of Kesoram (BT)
FIIs are getting attracted to Indian stocks once again (Forbes)
TCS: On a slippery slope (Money Life)
Interview with Sailesh Raj Bhan (Rediff)
Thread: On Trust (Dhruv Rathod)
Last interview of Charlie Munger (AM)
The Charlie Munger Manifesto (Safal Niveshak)
Frugal Vs Independent (Morgan Housel)