Some stuff I am reading today morning:
On Interim Budget 2024 ( Fortune )
Interim Budget : Vision for 2047 ( HT )
Byju’s investors want to oust Founders ( FE )
Paytm has lost more than its Bank ( NDTV Profit )
Stock Talk : Adani Ports ( BT )
Gold demand hits record highs in 2023 ( CNBC )
Interview with Bill Nygren ( The Motley Fool )
4 steps to craft a hands off portfolio ( Morningstar )
AI may make markets less rational ( Climateer )
Wall Street’s Narrative Vs Reality ( DR )
Some stuff I am reading today morning:
Action against Paytm Payments Bank ( RBI )
Paytm response to RBI restrictions ( BSE )
Interim budget today ( Forbes )
US Fed keeps rates unchanged ( BS )
US Fed unlikely to cut rates in March ( CNBC )
Saudi Arabia’s capacity U Turn ( Reuters )
Mad market or Sad Market ( Nooresh Merani )
On Animal Spirits ( Jim Chanos )
Big Tech’s AI Hype Machine ( Felder )
The Thin Line ( Ted Lamade )
Some stuff I am reading today morning:
All eyes on FED meeting (CNBC)
IMF raises India’s 2024 growth forecast to 6.7% (BT)
Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)
Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)
Fidelity cuts Meesho valuation further (FE)
Why Lithium prices crashed by 80% (Oil Price)
On US response to American deaths in Middle East (Politico)
Jamie Dimon’s $4 Trillion machine (NY Mag)
A good idea, well executed (Seth Godin)
Research: Institutions are slow to sell (Alpha Architect)
Some stuff I am reading today morning:
On Budget 2024-25 (Forbes)
LIC’s proposed stake buyout in HDFC Bank (MC)
Stock Talk: Concor (Yatin Mota)
On India’s nuclear power plans (Power)
SIP is powering India’s Mutual Fund Industry (BS)
Byju’s rights issue at 99% lower valuations (FE)
1992- India’s original Fintech Moment (BW)
Interview with Bryan Whalen (The Market)
The bête noire of private equity (II)
One step closer to War (DR)
Some stuff I am reading today morning:
FPIs sell heavily in Jan ( BT )
Time to book profits in mid & smallcaps ( Rusmik Oza )
Fractional Ownership in Real Estate ( Bala )
India’s palm oil industry (Carbon Copy)
Company: Puravankara ( BI )
Parking Wars in India (NDTV Profit)
My Twelve Sell Rules (The Market)
Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)
Collapse of the US rooftop solar industry (Time)
Fraud in Asian Stocks ( ACS )