Some stuff I am reading today morning:
RBI tightens norms for Consumer Credit (RBI)
Softbank to sell $150 Million of Delhivery stock (MC)
Global investors look towards India (Morningstar)
Company: Alkem Labs (Forbes)
Stock Talk: Welspun Corp (BS)
Sector: Defence Stocks (FE)
Rise & Fall of Subrata Roy (Rediff)
Interview with Nilesh Shah (BT)
On fund manager selection (Investment Ecosystem)
Blockchains as platforms (Not Boring)
Some stuff I am reading today morning:
India, US, 12 other countries sign IPEF pact (Rediff)
ONGC plans to invest 1 Lakh Crore (MC)
RBI orders Bajaj Finance to stop disbursing some loans (Fortune)
Tata Technologies shares ‘suspended’ in unlisted market (BT)
AIF investors in a bind over demat conversion (BS)
Technicals: Its all about Heavies underperformance (Nooresh)
Startup: Cashify (FE)
Investing Behavioral Hacks (Big Picture)
Europe’s economic problems are far bigger (Reuters)
Why investors are not excited about China (Morningstar)
Some stuff I am reading today morning:
MSCI recast today (MC)
Centre to begin auction of 20 critical minerals (FE)
Thread: US Inflation is receding (Justin Wolfers)
UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)
Stock Talk: Adani Wilmar (BT)
Thread: Electrosteel Castings (Raghav Wadhwa)
Interview with deep value investor Rich Pzena (Ioandc)
Spotlight: Indian Whiskey (Forbes)
Diversification is not a ‘free lunch’ (BI)
Tech is going to get much bigger (Not Boring)
Wishing readers a Happy New Year !
Some stuff I am reading today morning:
Tata Technologies to go public (MC)
Dabur Burmans accused in Mahadev betting case (BT)
India’s retail inflation drops to 4.7% in Oct (Fortune)
Sector: EV Battery Recycling (Down to Earth)
Thread: Trading strategies on Zerodha (Aamodh)
Thread: The importance of ROIC (Kevin)
The rise of luxury homestays in India (Forbes)
A closer look at Chinese solar industry (Hosking Partners)
Annus Horribilis for Startups (The Information)
Discount rates in Venture Backed startups (Reaction Wheel)
Some stuff I am reading today morning:
Moody’s cuts US outlook to negative (CNBC)
FPIs selling spree continues (BS)
Future Retail heads for liquidation (Rediff)
Stock Talk: Tata Power (FE)
Thread: 3 Diwali Pick ideas (Caprize Investments)
‘Minimum Guarantee’ of Rajinikanth films (BT)
Interview with Seth Klarman (II)
10 predictions for the coming decades (Vinod Khosla)
Competitive advantage and capital allocation (Dorsey)
Has Xi Jinping bankrupted China? (Unherd)