Some stuff I am reading today morning:
Modi meets Xi (BS)
India remains world’s largest growing economy (Rediff)
HUL to spin off ice cream biz (Fortune)
How Hyundai cracked the Indian market (Forbes)
Imagicaa gets a makeover (BI)
Acquisition values jump in cement sector (FE)
SEBI’s conflict of interest code (Money Life)
Technicals: Healthy correction is not tasty (Nooresh Merani)
Company: AIA Engineering (Proinvest Nirmiti)
Avoiding Value Traps with Capital Cycle Theory (AM)
Some stuff I am reading today morning:
Mid, smallcap rally may pause ( BS )
Reliance Infra to set up facility for ammunition ( FE )
Adani to buy Orient Cement ( Rediff )
All big IPOs failed on market debut ( Fortune )
RBI cracking down on Fintechs ( BW )
Problems at Hindenburg Research ( Bear Cave )
Importance of rebalancing ( Financial Bodyguard)
Optimistic Vs Pessimistic Investors ( WCI )
Thoughts on Nostalgia ( Morgan Housel)
Research : Measuring the Moat ( Morgan Stanley )
Some stuff I am reading today morning:
Noel Tata appointed Chairman of Tata Trusts ( Forbes )
Sudarshan Chemical to acquire Heubach ( Fortune)
FPIs have sold 58,711 Cr in October 2024 ( Rediff )
More fiscal stimulus in China ( CNN )
Kirana stores in Metros hit by Quick Commerce ( HT )
The remarkable evolution of the Electric Vehicle ( Oil Price )
Sector Watch : Small Finance Banks ( BW )
The invisible tax burden (2Point2Capital )
Mob rule ( Humble $ )
Fallen angels ( Prof Galloway )
Some off beat reads for the weekend:
Elon Musk’s robotaxi is finally here (Verge)
Setbacks for Congress in Haryana and J&K (Tribune)
Casteism in Indian Muslim Society (Organiser)
Maldives’ diplomatic reset with India (First Post)
Advantage Saudi Arabia (TOI)
The Middle East after October 7 (Engelsberg)
Turkey is rattled by Israel (Al Majalla)
China’s submarine accident in Wuhan (ORF)
Flop Show: Dr Zakir Naik’s visit to Pakistan (Friday Times)
Kamala Harris is playing ‘Pretend President’ (Front Page)
Trump’s Ukraine Peace Plan (National Interest)
How Islam erased Christianity in the Middle East (Rair)
Photos: Chinland, Myanmar (Crisis)
Travelogue: Cordelia Sea Cruise (Team BHP)
8 extra-ordinary small Hotel rooms (BBC Travel)
Some stuff I am reading today morning;
Only Nifty 50 to be available for weekly derivatives trading ( BT )
SEBI extends deadline for direct payout of securities ( DH )
The bubble in SME IPOs ( BW )
UPI transaction volume rises 52% ( FE )
Hydrogen is key to India’s energy transition ( Fortune )
Israel’s economy under strain ( CNN )
Starup : Statiq ( Forbes )
Choose your influences carefully ( Josh Brown )
The hidden cost of index replication ( Larry Swedroe )
Valuation is an exercise in faith ( Aswath Damodaran )