Some stuff I am reading today morning:
Centre hikes petrol, diesel prices by 3 Rs/Litre (MC)
US may drop charges against Gautam Adani (BW)
Govt caps duty free gold imports at 100 kg (BT)
India’s wholesale inflation surges to 8.3% (ML)
India’s oil crisis deepens (OP)
Air India cancels 27% international flights (CNBC)
Shortage of aluminium cans in India (NBC News)
Trump-Xi Meeting (LA Times)
Theme: Recycling Stocks (FE)
Skyroot’s Unicorn Milestone (Forbes)
Some stuff I am reading today morning:
S&P 500, NASDAQ at record highs (MC)
INR crashes to 95.8/US $ (Rediff)
FII exodus continues with $22 Billion sell off (BW)
Cabinet clears 37,500 Cr Coal Gasification Scheme (FE)
Interview with David Rosenberg (The Market)
Why airlines are always going bankrupt (David Oks)
Should Indians diversify globally? (Carnelian)
The Math behind Position Sizing (HC)
Private Company Equity is not cash (MCE)
Active Vs Passive distinction is broken (Larry Swedroe)
Some stuff I am reading today morning:
Govt hikes import duty on gold, silver (MC)
New set of austerity measures for Govt soon (FE)
FED may hike rates (Yahoo)
Get ready for tough times (Uday Kotak)
No inflation hedges for middle class (Frontier Indica)
When PM tells you not to buy gold (Vinod Srinivasan)
Harshad Mehta’s Damayanti case (ML)
Why I avoid Tech (Praetorian Capital)
Buy the Dog Shit stocks (Lee Roach)
India is Chile’s fourth trading partner (DF)
Some stuff I am reading today morning:
INR crashes to all-time lows (DH)
India fast tracks Samudra Mantha (FE)
US-Iran ceasefire on life support (Bloomberg)
Checkmate in Iran (The Atlantic)
US bull market marches on (CS)
The Shanghai Silver Secret (DR)
Oil’s Phantom Barrels (Katusa)
Forensic Workshop (Nitin Mangal)
Presentation: Sasken Technologies Ltd (Hitesh Kumar)
Investors are misled by the word ‘moat’ (Lee Roach)
Some stuff I am reading today morning:
PM Modi’s message amid Iran war (MSN)
Trump rejects Iran proposal (CNN)
Netanyahu says Iran war is not yet over (CNBC)
OMCs take a 1 Lakh Crore hit (BT)
China’s solar over supply (OP)
US markets are in a late-stage bubble (The Street)
Chinese markets are making new highs (TrendLabs)
Stock Talk: RR Kabel (FE)
Microcaps create Multi Baggers (91 Capital)
Investors have to be pragmatic optimists (Contessa)