Some stuff I am reading today morning:
Microsoft hits $3 Trillion market value (BS)
Indian cos can directly list on GIFT IFSC (BT)
China Bulls are paying a heavy price (Straits Times)
Stock Talk: Paytm (Forbes)
United Spirits backs growth guidance (NDTV Profit)
Company: Stanley Lifestyles (BI)
Real Estate: Ayodhya (MC)
Alternative Investing: Invoice discounting (Good Moneying)
When to sell and not sell your high flying investments (Tom Gayner)
The art of looking stupid (Palm Valley Capital)
Some stuff I am reading today morning:
India is now world’s 4th largest stock market (BS)
Inside story of how Zee-Sony deal collapsed (NDTV Profit)
Why did Mutual Funds bet on Zee? (Money Life)
Tech layoffs continue in 2024 (MC)
Direct Tax to GDP ratio at 23 year high (FE)
Company: MapMyIndia (Forbes)
Company: Syngene (BI)
Byju’s FY22 losses ballons to 8,245 Cr (Fortune)
6 things to know about all time highs (Carson Group)
Decoding ‘story’ (Seth Godin)
Some stuff I am reading today morning:
Second Diwali in India ( BS )
Ayodhya to see 5 Crore tourists per year ( FE )
What should be Zee’s next option? ( BW )
PM Modi’s scheme to install rooftop solar on 1 Crore homes ( MC )
China economy in bad shape ( CNBC )
Stock Talk : HDFC Bank ( Aditya Grover )
On Sukanya Samriddhi Yojana ( Basu Nivesh )
China’s population could halve by 2100 ( Asia Times )
The race to become the next economic super power ( Climateer )
Letter to Investors ( Ariel Fund )
Some off beat reads for the weekend:
Thread: Maharashtra Politics explained (Part 1, Part 2 , Part 3)
The anti-Hindu origins of the Dravidian Movement (J Sai Deepak)
Thread: Why Congress is boycotting the Ayodhya event (Sreevidya B)
News channels are turning into religious channels (The Print)
The unravelling of Xi’s Empire (Open)
The decadent Davos elites (RT)
Pakistan Vs Iran (Reuters)
Pakistan: Without political engineering (The News)
The power struggle between the Al-Assad brothers (Al Majalla)
Rishi Sunak is 9th UK PM to bomb Yemen (Declassified UK)
The military lessons of the Russian-Ukraine War (ORF)
From Hindu Lite to Hindu (NBD)
Thread: The Sankaraman Murder Case (Star Boy Tarun)
Drive: Meghalaya & Arunachal Pradesh (Team BHP)
Book Review: The Education of Cyrus (PSmiths)
Some stuff I am reading today morning:
Fate of $10 Billion Zee-Sony deal to be decided today (BT)
Climax nears for 11,000 Cr KK Modi Family Dispute (BW)
Corporate India on overdrive to celebrate Ram Mandir inauguration (BS)
India goes Big at Davos (CNBC)
India’s Emergence and Quest for Global Trust (Gautam Adani)
NSE continues to be world’s largest Derivatives Exchange (FE)
Company: Jyothy Labs (Forbes)
Teaching Note on Cochin Shipyard (Fundoo Professor)
The Negative Checklist (Novel Investor)
Information that would get your attention (Morgan Housel)