Some stuff I am reading today morning:
Mukesh Ambani caught in Trump Trade fury (Bloomberg)
Steepest earnings downgrade for India (DH)
Russia dangles discounts for India (OP)
GST reforms could boost consumption boom (CNBC)
SEBI plans longer tenor derivatives products (BS)
SEBI raids Finfluencer Avadhut Sathe (MC)
Where did the integrity go? (Discipline Funds)
Playing the Ultra Long Game (Novel Investor)
The FED brews up a nasty potion (DR)
Over Tourism in Europe (CNN)
Some stuff I am reading today morning:
China-India reset (OP)
Bharat Forge bets big on Defence (Forbes)
13,975 Cr tax hit to NMDC (DH)
GST may get exempted for life & health insurance (MC)
US Tech stocks selloff continues (Yahoo)
Thread: Private Irrevocable Trust (Prem Soni)
Global crossing is reborn (PraCap)
The Trader in the mountains (Stef)
Tale of the Gold Miner Tape (DR)
10 Overlooked Investing Insights (Big Picture)
Some stuff I am reading today morning:
Online gaming may get wiped out (BT)
Cabinet nod for 62,000 Cr for Tejas Jets (BS)
India, China retreat from US Treasuries (BW)
Tata Motors’ Iveco buyout (Forbes)
Stock Talk: 3 QSR Stocks (FE)
4 Fixes needed for Viksit Bharat (ML)
How long will it last? (Microcap Club)
Tape Money Vs Till Money (Katusa Research)
Online content is the biggest threat to investors (PAL)
5 Lessons about Intelligent Investing from Chris Davis (Kingswell)
Some stuff I am reading today morning:
Modi gives tax boon to India’s economy (CNBC)
India Inc braces for GST 2.0 (FE)
Its pouring car discounts (Rediff)
Govt may ease Defence Tender norms (MC)
India to impose tariff on top 3 steel producers (HT)
US Markets are flashing warning signs (The Market)
China’s $11 Trillion stock market is a headache for investors (MSN)
Fishing & Investing (CS)
Scattershot Diversification (Richard Ennis)
Your portfolio is the one you can live with (RP)
Some stuff I am reading today morning:
PM Modi Independence Day Speech (MSN)
Next Gen GST aims to boost economy (Rediff)
US Delegation’s India visit called off (CNBC)
Can India survive the Trade War? (The Diplomat)
Company: Data Patterns (FE)
Sector: PET Recycling (BI)
Stock Talk: CL Educate (Bhavik Mehta)
Fees predict Performance (Basis Pointing)
Don’t chase financial freedom with misery (Jago Investor)
The Calculus of Value (Howard Marks)