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 )
Some stuff I am reading today morning:
HDB Financial aiming for listing by March (MC)
Reliance wins bid for PLI scheme for Batteries (DH)
SME platforms must become big (Ajay Thakur)
External elements targetting credibility of SEBI ( SEBI )
Oil Prices go below $70 (Oil Price)
Maldives in a downward spiral (BT)
AIF Industry on high growth path (Fortune)
Company: Uniqlo (Forbes)
The most successful investments are obvious (Greenblatt)
Reserves, Recycling and Returns (A VC)
Some stuff I am reading today morning:
OFS in GIC (DH)
Zero-brokerage model on last legs (Rediff)
Railway Kavach system to be implemented in mission mode (FE)
Non-IT brings riches for Azim Premji (Fortune)
Family squabble at Godfrey Phillips India (Money Life)
Interview with Sanjiv Bajaj (MC)
Company: Paramount Cables (Forbes)
Clean Energy’s next Trillion $ Business (Climateer)
Elusive Alpha, Corrosive Costs (CFA Institute)
The importance of repeat business (Terry Smith)