Some stuff I am reading today morning:
OFS in GIC (DH)
Zero-brokerage model on last legs (Rediff)
Railway Kavach system to be implemented in mission mode (FE)
Non-IT brings riches for Azim Premji (Fortune)
Family squabble at Godfrey Phillips India (Money Life)
Interview with Sanjiv Bajaj (MC)
Company: Paramount Cables (Forbes)
Clean Energy’s next Trillion $ Business (Climateer)
Elusive Alpha, Corrosive Costs (CFA Institute)
The importance of repeat business (Terry Smith)
Some stuff I am reading today morning:
Sensex, Nifty hit fresh all time highs (Rediff)
Regulators warn of froth in SME market (BT)
54% of IPO shares alloted to investors sold within a week (SEBI)
ICICI Bank rubbishes allegations against SEBI Chief (BSE)
Zee’s Subhash Chandra accuses SEBI Chief of corruption (BS)
Company: Trident (Forbes)
The coming Battery Revolution ( Elpais )
US Battery storage is booming (Oil Price)
Timing the stock market using valuations (Common Sense)
Thread: 94 investing lessons from 94 year Buffett (DGI)
Some stuff that I am reading today morning:
1.75 Lakh Cr GST collections in Aug ( Rediff )
Indian markets may see volatility in Sept (BW )
Notes on the Indian market ( Market Sense )
Most Indians are one hospitalization away from bankruptcy ( HT )
Company : Quick Heal ( Forbes )
Company : Paramesu Biotech ( BI )
SIPs in debt mutual funds ( MC )
Lessons to become a better investor ( Pari Passu )
Building your moat against AI ( Aswath Damodaran )
Cumulative Vs Cyclical Knowledge ( Morgan Housel )
Some off beat reads for the weekend:
India’s Opposition: Feeding the Fault Lines (Open)
How Ukraine war killed hope in Surat (DW)
Divisive touch of US diplomats in India (Organiser)
Nord Stream & Western Media (RT)
Is Washington serious about leaving Iraq? (NI)
US: RFK Jr Address to the Nation (IM1776)
The trial of Bjorn Hocke (Guardian)
Why Iran has not yet retaliated against Israel (Arab News)
Karbala is the path to Al Aqsa (Cradle)
Washington’s pulse on Pakistan (Chaos Theory)
Tired cliches won’t improve Balochistan (Friday Times)
Uber drivers in Kenya are circumventing Uber (ROW)
Bananas & Curry on Swedish Pizza (Smithsonian)
The lessons of the Taiping Rebellion (Engelsberg)
Travelogue: Uzbekistan (My Wander Lust)
Some stuff I am reading today morning:
Chairman Speech at Reliance 2024 AGM (ET)
Premier Energies IPO gets bids of 1.48 Lakh Crore (BT)
Moody’s: India in a sweet spot (Fortune)
50% SME stocks stumble after listing day gains (FE)
Advisory on SME stocks (SEBI)
Technology in the Indian Securities Market (Ananth Narayan)
Company: MRF (Forbes)
Company: Veerhealth Care (BI)
Forgotten wealth of ordinary Indians (Money Life)
A tale of India tier 2 cities (CNBC)