Some stuff I am reading today morning:
Fitch downgrades US long term rating (CNBC)
Tax Filing for AY24 touches all time high (BS)
Can Jio Financial disrupt the Mutual Fund business? (Money Life)
Vanguard marks down Ola by 50% (MC)
Tiger Global’s bets in India (Forbes)
Company: Eveready (FE)
Startup: Statiq (BI)
Yes, its a bubble (Daily Reckoning)
7 things I don’t own in my portfolio (Morningstar)
The greatest investment quotes (Of $ and Data)
Some stuff I am reading today morning:
Markets see flooding of a different kind (BI)
Taxation on online gaming to become more explicit (MC)
AI could affect many jobs (CNBC)
Maruti Suzuki to acquire Suzuki Motor Gujarat (BS)
AR summary: Amara Raja Batteries (Intelsense)
Startup: FreshMenu (FE)
How to find great businesses (Li Lu)
Doubling down on Meta (YAVB)
What wealth can’t buy (Morningstar)
Everything is Cyclical (Morgan Housel)
Some stuff I am reading today morning:
RBI likely to maintain status quo on interest rates (MC)
Nykaa faces uphill Beauty Battle (Inc 42)
On L&T’s buyback (Forbes)
BSE’s derivatives journey sees speed bumps (Rediff)
NTPC hits over a decade high (BS)
Interview with Prashant Jain (Morningstar)
Business Analysis of Jewelry retailers (Dr Vijay Malik)
Company: Steelbird (BI)
Cash as the best insurance asset (Discipline Funds)
BoJ: Owner of the last resort (Validus)
Some off beat reads for the weekend:
PM Modi’s Guarantee (Narendra Modi)
One Nation, One Civil Law (Open)
Ethnic clashes in Manipur (Crisis Group)
Hunger as deadly as Bullets in Sudan (Arab News)
Pakistan & Iran’s diplomatic turnaround (Cradle)
Assessing Nepal’s deals with China (ORF)
Israel & Lebanon on the verge of War (RT)
Civil War on it’s way in Israel (TOI)
Go, Go Mexico (American Conservative)
On burning religious books (Dawn)
A funeral for Fish & Chips (Guardian)
Jungle Wedding (Outside Online)
The 1798 Egyptian Campaign (NAM)
Drive: Madhya Pradesh (Team BHP)
2023 World’s most liveable cities (BBC Travel)
Some stuff I am reading today morning:
India to be world’s third largest economy by FY28 (Fortune)
India-US bilateral trade to touch $300 Billion (BW)
US Economy continues to rip (The Street)
ITC CEO on hotels demerger (MC)
Can Adani succeed at Dharavi redevelopment? (Forbes)
Company Watch: Astec Life Sciences (BI)
IPO Watch: Yatharth Hospital (Arun Kejriwal)
Sector Watch: Jewellery Stocks (Rediff)
Semiconductor shortage has turned into a Semiconductor glut (CNBC)
When the Log Rolls Over (Praetorian Capital)