Category: Links

Some stuff I am reading today morning:

Infosys beats estimates, raises guidance (MC)

India Retail Inflation drops to 5.72% (BW)

US Consumer Inflation fell in Dec 2022 (CNBC)

SEBI specifies norms for AIF in CDS (FE)

NSE Indices comparison (Rama Krishna Vadlamudi)

Bitcoin is just a short-vol, high beta vehicle (All Star Charts)

Why better days for Small Cap may be ahead (Royce Inv)

US to hike few more smaller rate hikes in 2022 (Philadelphia FED)

On how FED policy is a bit like trekking (Richmond FED)

The art & science of spending money (Morgan Housel)

Some stuff I am reading today morning:

EVs steal the limelight in Auto Expo 2023 (BS)

ICICI Bank’s murky bailout of Lanco (Money Life)

Impact of US inflation nos on Nifty (Nooresh Merani)

Piramal Capital to target 1 Trillion Rs AUM (FE)

Startup funding in India drops 33% in 2022 (Rediff)

Angels at Agility Ventures (Forbes)

Corporate Insiders embark on a Buyer’s Strike (Felder)

China: Death of a Dream (DR)

US Deep Value offers compelling opportunities (GMO)

Annual Letter to Investors (Terry Smith)

Some stuff I am reading today morning:

Pakistan in an unprecedented economic crisis (BT)

Rupee strengthens against US $ (BS)

SBI’s 10,000 Cr Infrastucture Bond sale this week (Rediff)

Indian Exchanges- Rise of Options Turnover (2Point2Capital)

6 Mutual Funds degrow in a booming industry (Fortune)

Startup: Dawaa Dost (Forbes)

Interview with Jamie Dimon (Fox Business)

Why does PE get to play Make-Believe with prices? (Cliff Asness)

AI & the Big 5 (Stratechery)

Financial Advisors or Life Coaches? (Kimberly Foss)

Some stuff I am reading today morning:

Adani Enterprises may file for 20,000 Cr OFS in Jan (MC)

FPIs are sustained sellers in the Indian market (Money Life)

On TCS Q3 earnings (BT)

Amul sacks R S Sodhi as Managing Director (Rediff)

India is now world’s third largest auto market (Fortune)

Sonam Kapoor bares the reality of Mumbai realty (Vishal Bhargava)

On valuations of Mamaearth (Forbes)

Look out below (The Market)

1979 Profile on Warren Buffett (Turtle Bay)

Think you have it bad? (TRB)

Some stuff I am reading today morning:

The remarkable story of Gautam Adani (BS)

Asian Paints to set up 2000 Cr Paint unit (BW)

Gold: The safe bet in 2023 (Fortune)

Stock Analysis: RHI Magnesita India (Dr Vijay Malik)

GCPL: On track for robust growth (FE)

5 Min Stock Ideas: Gujarat Themis (Smart Sync)

The Inside Game (Last Bear Standing)

100-Bagger (Chris Mayer)

Thread: Crypto projects on Polygon (Asif Khan)

Mr. Market may be in denial over interest rates (Felder Report)