Some stuff I am reading today morning:
Infosys faces GST demand of 32,000 Cr (BT)
Key takeaways from latest FED meeting (CNN)
Oil market nears breakout point (Oil Price)
IT department begins scrutiny of AY 2018-19 cases (Rediff)
On removing indexation (Money Life)
Tax sops may transform GIFT city (FE)
Fastag gets new KYC rules (HT)
Company: MTR (Forbes)
The first 1 Crore (Jago Investor)
Time for Defense to Shine (Felder Report)
Some stuff I am reading today morning:
Consultation Paper on Index Derivatives (SEBI)
Why FM Sitharaman halved the import duty on gold (BW)
Adani Energy raises $ 1 Billion (BS)
Why Indian stocks keep soaring (Money Life)
Enough…the elusive word (Bala)
How Chinese EV makers conquered Thailand auto market (DH)
China begins work on massive Afghanistan copper mine (Oil Price)
Interview with China expert Michael Pettis (The Market)
Zombiecalypse in Startupland (East Wind)
On the identification of investment opportunities (Howard Marks)
Some stuff I am reading today morning:
Commodity prices hit fresh 2024 lows ( Sherwood)
India is the only country where fuel prices declined ( Rediff )
Rationalising the GST ( BT )
MapmyIndia alleges Ola stole it’s data (DH )
Crypto absurdity at WazirX ( FE )
Stock Talk : Power Grid ( Forbes )
Silicon Valley’s Trillion $ leap of faith ( MSN )
Where are China’s ultra rich investing? (CNBC )
Using Bayesian solutions for Factors ( AA )
Is stock market investing your personality type? (AM )
Some stuff I am reading today morning:
UltraTech buys majority stake in India Cements (BT)
REITs & InvITs set to woo more investors (FE)
Centre wants petroleum products under GST (DH)
Govt clarifies on Tax Clearance Certificate (Rediff)
Chinese FDI: A strategic gamble (BW)
On Karnataka Gig Law (BI)
What is the best performing stock of all time? (Meb Faber)
Most big winners were Ugly Ducklings (Microcap Club)
Impact of crowding on Active Fund Management (AA)
Fill the bathtub (Collab Fund)
Here are the most clicked items on Alpha Ideas this week:
Not just National Interest (AI)
The China Problem (AI)
How duty cuts will hit Bullion players (BW)
Roads, Rail Aur Raksha (AI)
Diamonds: Rich Man’s Poor Investment (AI)
Mega Trend: India Energy Storage (AI)
Family Disputes in Vadilal (Money Life)
Google is mind bogglingly bad (Om)
Let Compounding do its work (BI)
Hold Tennis Balls and sell Eggs (The Market)