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Links

Linkfest: 09 February, 2024

Some stuff I am reading today morning:

RBI Governor’s statement on monetary policy (RBI)

RBI on the Paytm crisis (FE)

SEBI action on experts coming on Zee Business Channel (SEBI)

Interview with Gunavanth Vaid (MC)

The mystery behind NSE phone tapping case (BW)

Why medical devises firms seek lifelines (Fortune)

White Paper on the Indian Economy (GOI)

Company: SpiceJet (Forbes)

Fairfax: The GE of Canada (Muddy Waters)

Interview with Tom Hancock (Big Picture)

Categories
Links

Linkfest: 08 February, 2024

Some stuff I am reading today morning:

RBI Monetary Policy announcement today (HT)

Satya Nadella on AI (BT)

IPO: Capital Small Finance Bank (FE)

Kinetic relaunches iconic Luna (BS)

Wind Power Giants warn of challenging year (Oil Price)

Interview with ChryCapital’s Kshitij Sheth (Inc 42)

Interview with Jeremy Schwartz (Big Picture)

Why you’re better off not borrowing (MSN)

Managing wealth isn’t easy (Tony Isola)

3 key investing strategies for turbulent times (John Rogers)

Categories
Links

Linkfest: 07 February, 2024

Some stuff I am reading today morning:

Sectors that saw the biggest Foreign outflows in Jan (NDTV Profit)

Fresh details of India-China skirmishes on Ladakh Border (Wire)

China’s tools for propping up its stock market (CNBC)

China regulator announces more curbs on short selling (MC)

Ola’s valuations slashed to $1.88 Billion (Rediff)

Top realtors go on land buying spree (FE)

Just keep buying (Jago Investor)

What type of investor are you? (BI)

S&P addiction (Investment Talk)

Letter to Investors (Greenhaven Road Capital)

Categories
Links

Linkfest: 06 February, 2024

Some stuff I am reading today morning:

Hyundai India to raise $3 Billion via IPO (NDTV Profit)

The Mega Infra Makeover (Fortune)

Interview with Christopher Wood (The Market)

China tightens trading restrictions for investors (MC)

Elon Musk & Passive Investing ( Silver Light Invest)

Using valuations to navigate the cycle (Top Down Charts)

Retail as a Service (Big Picture)

10 startups we have invested in (Generalist )

Nandan Nilekani’s philantrophic investments (Forbes)

On Spending Money (Morgan Housel)

Categories
Links

Linkfest: 05 February, 2024

Some stuff I am reading today morning:

Foreigners turn cautious on Indian Stocks (BS)

India’s road to $5 Trillion Economy (CNBC)

Patanjali offers 830 Cr for Rolta India (MSN)

Paytm Payments Bank Pinch (Forbes)

Adani Group to begin copper production (BT)

Worst not over for Bank stocks (Rediff)

Stock Talk: SBI (NDTV Profit)

Don’t say ‘Goldilocks’ (DJB)

Nothing is more bullish than All time Highs (Irrelevant Investor)

The art market’s unsavoury practices (Climateer)