Category: Links

Some stuff I am reading today morning:

SEBI’s License Raj is spreading chaos ( BW )

Adani to take stake in PSP Projects ( DH )

Indian Hotels set to double hotel count ( FE )

Dark clouds gather for Indian markets ( Money Life)

How to stick the US markets melt up ( DR )

Consultation Paper for SME IPOs ( SEBI )

Company : Piccadily Agro ( Forbes )

A reality check on private market returns ( CFA Institute)

Valuations doesn’t matter, till it does ( The Market )

Good business , Great stock ( Microcap Club )

Some stuff I am reading today morning:

Indices breach key levels as selloff persists ( FE )

Domestic passenger daily departures crosses 5 Lakh ( Fortune )

CCI slaps 213 Cr penalty on Meta ( Rediff )

RBI Governor Das’ term to be extended ( HT )

Bihar’s economy in free fall ( BW )

Are US stocks over valued? ( Common Sense )

Interview with Marko Papic ( The Market )

Russia- Ukraine conflict intensifies ( Oil Price)

Wall Street’s elite are piling into AI ( Climateer )

Why Bill Ackman prefers concentrated investing ( AM )

Some stuff I am reading today morning:

Nifty 50 earnings may slip to 5 year low (FE)

FPIs selling spree continues (DH)

4 IPOs in the coming week (MC)

India’s FTAs not paused (BS)

Bitcoin may hit $100,000 (The Street)

UAE stock markets have crossed $ 1 Trillion market cap (BT)

SEBI flags concerns over royalty payments (Fortune)

Short Term Vs Long Term forecasts (Verdad)

Small but mighty AI (Tomasz Tunguz)

How Brands are born (Value Investing)

Some stuff I am reading today morning:

Apple’s India exports hit $ 7 Billion ( FE )

IPO Watch : NTPC Green Energy ( HT )

Reliance Jio IPO in 2025 ( Rediff )

Inflation squeezes middle class budgets ( DH )

L&T bets big on defence and aerospace ( Fortune )

Company : Astra Zeneca India ( Forbes )

SEBI bats for easing angel fund norms ( BS )

The coming Trump inflation shock ( CNN )

The Bitcoin Factor ( Rogers)

The miracle of US Equities ( Morningstar)