Some stuff I am reading today morning:
Why Bajaj Finance stock crashed (ET Now)
Mukesh Ambani to focus on Green Energy (BS)
India to exceed Green Hydrogen target (BT)
Q3 FY23 Letter to Investors (Solidarity)
Ride hailing Blu Smart to turn profitable in 2023 (FE)
Rakesh Jhunjhunwala & SBI (MC)
World says goodbye to negative yielding debt (Yahoo)
The one true secret to successful investing (Bloomberg)
On the cusp of a global liquidity crisis (DR)
Japan’s Bubble-Burst (Konichi Value)
Some stuff I am reading today morning:
Cabinet approves National Green Hydrogen Mission (Fortune)
The story behind Corporate bad loans (Sucheta Dalal)
FED releases minutes from Dec meeting (CNBC)
General Atomics-Bharat Forge to build Predator drones (BW)
Mercedes-Benz & Lohum partner for second life batteries (FE)
BharatPe’s loss widens to 5,594 Cr (BT)
Super Quality Stocks can correct further (Monarch AIF)
Crypto: Binance could collapse (Concoda)
15 Charts explaining US markets in 2022 (Morningstar)
A few things we learned in Q4 2022 (Octahedron Capital)
Some stuff I am reading today morning:
Supreme Court gives relief to Cinema Hall Owners (BT)
Tax liability of buybacks may shift to shareholders (BS)
Cash trading volumes decline in 2022 (Rediff)
Interview with Andrew Holland (FE)
Thread: Buy & Rotate mindset (Ravi Jain)
Venture Capital’s reckoning looms closer (FT)
2023 is going to be a challenging year for Startups (WSJ)
Observations to start 2023 (Big Picture)
5 Fintechs to watch out for in 2023 (Forbes)
Starting Over-What would I done differently (Buffett)
Some stuff I am reading today morning:
Supreme Court upholds demonetisation (Money Life)
Recession will hit a third of the world this year (Rediff)
One more Zomato founder quits (MC)
Swiggy losses widen to 3,600 Cr (BS)
Startup: Blu Smart (Forbes)
My sense of the markets (Prabhakar Kudva)
Schrodinger’s markets (Anand Sridharan)
Silver’s bull market vengeance (Katusa)
Russia’s War could make it India’s world (NY Times)
Michael Burry’s bearish predictions (The Street)
Some stuff I am reading today morning:
2022 was the year when markets got upended (NY Times)
Online Mutual Fund Platforms to charge transaction fee (Rediff)
Dish TV shareholders reject accounts (BS)
Thread: Mama Earth (Mehul Shah)
Interview with Arvind Kothari (MC)
Why investors are looking at manufacturing stocks (Morningstar)
Why investors are looking at alternative investments (FE)
Latest Post Office Interest Rates (Basu Nivesh)
How Value Investors look at risk (Value Investing)
What will happen in 2023 (A VC)