Some stuff I am reading today morning:
A look at Ratan Tata’s life & legacy( BS )
A tribute to Ratan Tata ( Rediff )
RBI Governor’s Statement ( RBI )
Festive hopes fade for India’s gold industry ( DH )
Markets stare at $19 Billion outflow ( Forbes )
Bearish sentiments at record high levels BW )
Company : ITC ( Fortune )
Commodity : Gold ( DR )
Letter to Investors Q2 FY25 ( Solidarity)
Are Institutional Investors meeting their goals? ( CFA Institute)
Some stuff I am reading today morning:
India’s forex kitty crosses $700 Billion (DH)
Oil Prices tumble 4% (Oil Price)
ED alleges Vivo siphoned 70,000 Cr from India (FE)
Its raining money for top 10 AMCs (Cafe Mutual)
The unstoppable surge in IPOs (Forbes)
Company: Emami (Rediff)
Company: Deepak Nitrite (Fortune)
Economy: Glass Permanently Half Full (Money Life)
Interview with Joerg Wuttke (The Market)
Resist the urge to rebalance (Guy Spier)
Some stuff I am reading today morning:
What’s ahead for the Fed ( The Street )
India China Flow shift ( Nooresh )
FMCG firms do brisk business on Quick Commerce ( Rediff )
The debate over eCommerce discounts ( BW )
Company : Apar Industries ( Fortune )
Stock Talk : Kalyan Jewellers ( FE )
Startup : Celcius ( Forbes )
Quarterly Letter to Investors ( Ikigai )
Inflation Perception & Reality ( Money Life )
Don’t sell good companies ( Terry Smith )
Some stuff I am reading today morning:
Nifty’s share of Market Cap is at 25 year low ( FE )
China’s Golden Week market rally ( BW )
Adani blends Green Hydrogen with natural gas ( HT )
Stock Talk: Crompton Greaves Consumer ( Rediff )
Stock Analysis : Wonder Electricals Ltd ( Dr Vijay Malik )
Thread : Marine Electricals ( Vipul Makwana)
SIP Vs SWP for Mutual Funds ( Basu Nivesh )
Why is buy low, sell high so difficult? ( Value Investing )
Be the Barry Sanders of investing ( Jake Ridley)
The pros & cons of buffered ETFs ( White Coat Investor )
Some off beat reads for the weekend:
The Russian bot army that conquered online poker (Bloomberg)
Ayatollah’s War (Open)
A tale of two Israels (Guardian)
Israel: Turning the tide of war (TOI)
Iran’s Ballistic Missile Gamble (National Interest)
Lebanese must unite (Arab News)
On the Killing of Hassan Nasrallah (Dawn Mena)
The Zangezur Corridor (Al Majalla)
Vatican’s Great Replacement agenda (Rair Foundation)
Trump will stop World War III (Newsweek)
UK schools are turning kids against their parents (Spiked)
A real world treasure hunt (Wired)
The collapse of self-worth in digital age (Walrus)
Travelogue: Central America (MWL)
The World’s first pet cemetery (Smithsonian)