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Links

Linkfest: 04 October, 2023

Some stuff I am reading today morning:

Something is breaking in financial markets (CNBC)

Unabated FPI selling pulls indices to one month low (BS)

IHC increases stake in Adani Enterprises (BT)

Exuberance in SME IPOs (FE)

Private Capital chasing mid-sized Indian banks (Forbes)

Why rates are rising (Larry Swedroe)

Precious Metals feel the heat (Oil Price)

Interview with Jamie Dimon (The Street)

Interview with Cathie Wood (Morningstar)

Memo: Beyond the Landing (GMO)

Categories
Links

Linkfest: 03 October, 2023

Some stuff I am reading today morning:

Vedanta: A decade of merger, demerger (Money Life)

Adani plans to build 10GW solar capacity (Rediff)

BSE’s dream run (BW)

What is hurting India’s exports (Fortune)

On fundraise by Bajaj Finance (Proinvest Nirmiti)

How to do business analysis of Stock Brokers (Dr Vijay Malik)

Latest Post Office Small Savings Rates (Basu Nivesh)

Interview with Mike Gitlin (The Market)

The curse of short termism (BI)

How to outperform (Common Sense)

Categories
Links

Linkfest: 27 September,2023

Some stuff I am reading today morning:

Death knell for India’s gaming sector (MC)

Final valuation rules on angel tax (BT)

Zerodha generates around 3,000 Cr in profits (FE)

Sector: PSU Banks (Green Edge)

Inside CarTrade’s classified act (Forbes)

Company: Neuberg Diagnostics (BI)

Ukraine is running out of soldiers (Climateer)

US Govt may shut down on Sept 30 (DR)

Guyana is the world’s fastest growing economy (CNBC)

The Written Word (Morgan Housel)

Categories
Links

Linkfest: 26 September, 2023

Some stuff I am reading today morning:

NSE announces ASM and T2T for SME stocks (BT)

Frenzy in SME IPOs (MC)

NSE to extend trading hours for F&O (BS)

Tata Motors delivers India’s first hydrogen fuel cell buses (Fortune)

Burman family makes open offer for Religare (Rediff)

Inside Ola’s electric gambit (Forbes)

Stock Talk: Indigo (FE)

Robust oil demand in India even at 100$ per barrel (Oil Price)

China’s invasion of Taiwan depends on African iron ore (Telegraph)

Taking Time (Hosking Partners)

Categories
Links

Linkfest: 25 September, 2023

Some stuff I am reading today morning:

Sept 30 is the deadline for adding nominees (BS)

Why everyone wants a pie of Adani Green Energy (Rediff)

Apple to ramp up production to $40 Billion in India (BT)

Aggressive divestment creates doubts about PSU stock prices (MC)

Zomato’s value is 35 Rs/share (Aswath Damodaran)

Company: Finolex Cables (BI)

Singaporean investors bet big on India office properties (FE)

Family feuds & wealth destruction of minority shareholders (Money Life)

Why selling is so hard (Flyover Stocks)

How Morgan Housel invests (ETF)