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)
Some stuff I am reading today morning:
Sensex, Nifty crash ( BS )
90,000 IT notices made valid ( FE )
CARE enters global rating space ( HT )
BSE to discontinue weekly Sensex50 derivatives ( DH )
Cabinet approves agri schemes of 1 Lakh Crores ( Rediff )
Margin of Safety is razor thin ( The Market )
Pay up for good businesses ( Joel Greenblatt )
Commodity: Silver ( DR )
The battle for Southwest Airlines ( The Street )
Vietnam is desperate for workers ( RoW )
Some stuff I am reading today morning:
India is one of the best global markets for the long haul (CNBC)
F&O volumes can reduce by 40% (BS)
US port workers go on strike (CNN)
Twitter is worth 80% less (The Street)
Tax Edge adds shine to Gold ETFs (Rediff)
Meet Kanpur’s richest man (FE)
Boom in India D2C Coffee (BW)
China’s Green Energy push worries the West (Oil Price)
Lack of ambition in Canada startups (BNN Bloomberg)
Brand Name lessons from Nike’s troubles (Aswath Damodaran)