Category: Links

Some stuff I am reading today morning:

Allegations against SEBI Chairperson Madabhi Puri Buch (Hindenburg)

Response to allegations made by Hindenburg Research (Madhabi Puri Buch)

Statement on allegations made by Hindenburg Research (SEBI)

AMFI: Hindenburg allegations are baseless (BL)

Power demand up 7% yoy in July (FE)

Reliance to commission first solar giga factory by FY25 (DH)

Interview with DIPAM Secretary Pandey (Rediff)

China’s bond market is rattled (CNBC)

Dubious development demands GST notice (Money Life)

Thoughts on Buffett selling Apple (Base Hit Investing)

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

RBI Governor’s Statement on Monetary Policy (RBI)

Adani to raise 10,000 Cr for Adani Enterprises (DH)

Realtors cheer Centre’s LTCG tax decision (Rediff)

Company: Indian Hotels (Forbes)

Diversification is your free lunch (CNBC)

Why did the Nikkei crash? (Veri Delisi)

Notes from 2024 Bitcoin Conference (Verge)

Don’t act on your panic (Edgy Optimist)

China’s move away from USD (Oil Price)

The Marathon approach to investing (Terry Smith)

Some stuff I am reading today morning:

RBI likely to hold rates ( DH )

SEBI tightens noose around PNs ( BS )

SEBI should permit listing of NSE ( Money Life )

Arrest warrant against fund manager Devina Mehra ( BW )

Ultratech Vs Ambuja ( BT )

Company: Dairy Day ( Forbes )

On the Yen Carry trade ( Value Investing )

A few little ideas ( Morgan Housel )

Lean years in Investing ( Prem Watsa )

Humans are not built for investing ( Big Picture)

Some stuff I am reading today morning:

Govt gives tax relief to homeowners (BS)

BOJ eases rate worries (MC)

The popular ‘carry trade’ is unwinding (CNBC)

India Inc feels the heat of Bangladesh crisis (FE)

CS Setty is new SBI Chairman (DH)

Company: Edelweiss Alternatives (Forbes)

The rotational bull market (Nooresh Merani)

The Intelligent Gambler (Value Investing)

Ted Weschler Case Study (Dirt Cheap Stocks)

Marty Zweig’s trading rules (Mr Zepczynski)