Some stuff I am reading today morning:
Reliance AGM 2023 today (BW)
On Digital Public Infrastructure (Nandan Nilekani)
SEBI tightens rules on advisory fees (FE)
Nifty Next 50 or Nifty Midcap 150? (MC)
All is not well with Bharat Gears (Rediff)
Sports Franchises as Trophy Assets (Aswath Damodaran)
Convexity Maven talks bonds (Climateer)
The opportunity in Emerging Markets (Validea)
Making sense of the China meltdown story (Gavekal)
Structured Notes are Finacial Fairy Tales (Larry Swedroe)
Some stuff I am reading today morning:
Soros backed OCCRP to do an expose on India ( BS )
Ant Fin to sell 3.6% stake in Paytm today ( Reuters )
Generic medicines law put on hold ( BT )
Nifty – Sleeping Heavyweights Problem ( Nooresh Merani)
Sector : Hydroponic Farming ( Forbes )
ONDC is facing multiple hurdles ( Fortune)
ISRO’s juggernaut boosts space startups ( FE )
$ 2.5 Trillion Hydrogen boom is possible ( Oil Price )
Turkey hikes interest rates to 25% ( CNBC )
Chamath Palihapitaya took retail investors for a ride ( Newcomer )
Some stuff I am reading today morning:
India lands on the Moon (CNBC)
Qatar invests in Reliance Retail (Fortune)
Brightcom: Case Study of Fraud (Money Life)
Govt Vs Onion Traders (Rediff)
Interview with Anand Radhakrishnan (Morningstar)
About Investment Unicorns (Morningstar)
Investing is the study of human decision making (Big Picture)
One Investing Trait to rule them all (Flyover Stocks)
Intelligent Vs Smart (Morgan Housel)
Bud Light offers unique apology to beer drinkers (The Street)
Some stuff I am reading today morning:
PM Modi’s investment tip (BW)
Govt gets tough on EV OEMs (BS)
Hindalco to invest 2,000 Cr in eWaste recycling (Fortune)
How Jio Financial stacks up against rivals (MC)
The untold CaratLane story (Forbes)
Unicorns carve profits in funding winter (Rediff)
Why rich Indians are leaving India (FE)
The Cake theory of Asset Allocation (Oblivious Investor)
Why China’s economy ran off the rails (Noah Opinion)
Ignore original costs while reviewing portfolio (Buffett)
Some stuff I am reading today morning:
Cost of raising a child in India (Mint)
FIR against startup founder Rahul Yadav (BS)
Sector Watch: Paints (Rediff)
Startup : Buyofuel ( Forbes )
Recession is coming (Jeremy Grantham)
Investment lessons from 400 years back (Periscope)
Investing for immortals (Klementon)
Letter to Shareholders (Pershing Square)
Natural Resource Market Commentary (Goehring & Rozencwajg)
How much is enough? (Steve Sanduski)