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Linkfest: 10 September, 2024

Some stuff I am reading today morning:

Gautam Adani could become a $ Trillionaire by 2028 (BS)

Oil prices could fall further (Oil Price)

Why India is betting big on PetChem (MC)

3 Religare officials booked in ED case (HT)

Apple launches iPhone 16 ( CNBC )

10 Years of the Apple Watch ( Verge )

Cylib to set up largest EV Battery recycling plant in Europe (CNBC)

Interview with Kenneth Rogoff (The Market)

The Butterfly Effect, index funds and rise of largecaps (Klementon)

Turning into momentum investors while selling (Bill Nygren)

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Links

Linkfest : 09 September, 2024

Some stuff I am reading today morning:

13 IPOs this week ( Rediff )

SME IPO rush in 2024 ( FE )

Risk off sentiment in global markets ( CNBC )

Stock Talk : Vodafone India ( Fortune )

Trade : IPOs Flipping ( BW )

Teaching Note : Shriram Finance ( Fundoo Prof)

Stock Analysis : Triveni Engineering ( Dr Vijay Malik )

Company : BSE Ltd ( Proinvest Nirmiti)

5 new rules for PPF, Sukanya ( MC )

Large Positions ( Microcap Club)

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Weekend Mega Linkfest: 06 September, 2024

Some off beat reads for the weekend:

How ancient India shaped the West (Guardian)

Non-BJP states are going bust (Open)

The American strategy of ‘colour revolutions’ (First Post)

The Battle for Myanmar’s Rakhine State (Crisis)

Six Wars that China may fight ( Stratnews)

The Kursk Offensive (National Interest)

Germany: The End of the Zeitenwende (DGAP)

Pakistan: The Imran-Faiz-Bushra nexus (Tribune)

Israel: Crush Hamas or free hostages? (TOI)

Cracks in China-Pakistan relations (ORF)

The Australian way of war and peace (Engelsberg)

Why the West must fight for its history (Spiked)

Knowledge is not Understanding (Lawrence Yeo)

Travel: Germany’s Black Forest (Smithsonian)

Photos: Khazakstan (MWL)

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Links

Linkfest: 06 September, 2024

Some stuff I am reading today morning:

India to top China in Emerging Markets ( DH )

All eyes on US Jobs report ( CNN )

Thread : What happens when the Fed cuts ( Brett )

SEBI employees demand SEBI chief’s resignation ( BW )

It’s curtains for Vistara ( MC )

Stock Talk : Indigo ( Rediff)

Company : HyFun Foods ( Forbes)

New avenues for startup funding ( Fortune)

Intel Honesty ( Stratechery )

Which design era are we in? ( Tomasz Tunguz )

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Links

Linkfest: 05 September, 2024

Some stuff I am reading today morning:

HDB Financial aiming for listing by March (MC)

Reliance wins bid for PLI scheme for Batteries (DH)

SME platforms must become big (Ajay Thakur)

External elements targetting credibility of SEBI ( SEBI )

Oil Prices go below $70 (Oil Price)

Maldives in a downward spiral (BT)

AIF Industry on high growth path (Fortune)

Company: Uniqlo (Forbes)

The most successful investments are obvious (Greenblatt)

Reserves, Recycling and Returns (A VC)