Category: Links

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)

Some stuff I am reading today morning:

Fed hikes rates to highest level in 16 years ( BS )

The EV Universe of the Tata Group ( Forbes )

US Govt plans to break up Amazon ( Money Life )

Jio Financial Services to partner with Blackrock ( BT )

M&M takes stake in RBL Bank ( MC )

Qatar to take stake in Reliance Retail ( Rediff )

Company : Jupiter Life Line Hospitals ( BI )

The New York Tech Sector ( A VC )

8 ways you can maximize compounding ( Validea )

Choosing a Discount Rate ( Capital Gains )

Some stuff I am reading today morning:

IMF revises India’s FY24 forecast to 6.1% (Rediff)

Paytm to generate free cash flow by year end (Forbes)

FED FOMC meeting begins today (MC)

India’s crackdown on Chinese firms (BT)

70% drop in funding jolts startups (Fortune)

A textbook non-recessionary bear market (Common Sense)

The Return on Hassle Spectrum (Of $ and Data)

Underperforming your own assets (Big Picture)

Panic buyers load up on rice supplies (Climateer)

The Donkey Kong $ (Urban Kaoboy)

Some stuff I am reading today morning:

Instant settlement in stock markets (BT)

ITC Board approves demerger of Hotels Biz (Fortune)

Reliance partners Brookfield for data centre business (Rediff)

Twitter has become X (The Street)

15 Smallcaps that are favourites of Mutual Funds (MC)

Startup: PhysicsWallah (Forbes)

Another Bubble (Daily Reckoning)

The One Enduring Investment Strategy (Charlie Munger)

You never know with the restaurant biz (Herb Greenberg)

The Trillion $ scam (Yahoo)

Some stuff I am reading today morning:

Paytm raises revenues by 40% (MC)

Online biz model gaming is unviable (Fortune)

FMCG firms turn focus to spices for growth (FE)

India’s Hub ambition (Money Life)

On attrition in Banks (Forbes)

Smallcap: Iris Business Services (Bull Bull)

The Company you keep (Humble $)

The case for hard assets (Felder Report)

Reducing the Risk of Momentum Crashes (Alpha Architect)

The Comfort Crisis (Mr MM)