Some stuff I am reading today morning:
Fed cuts rates ( CNBC )
SEBI tightens SME listing rules ( SEBI )
India received $129 Billion in remittances ( BS )
Effective capital expenditure set at 15.02 Lakh Cr ( BW )
Trump’s economic plans ( DR )
Company: Vishal Mega Mart ( Fortune )
Company: L&T Finance ( BI )
US Treasury yields could hit 6% ( Climateer )
Don’t take the market personally ( CS )
Aparigraha ( Belle Curve )
Some stuff I am reading today morning:
Measures against Overseas Derivatives Instruments ( SEBI )
SEBI introduces major reforms for IAs and RAs ( Money Life )
GoI plans 25% tax against Chinese steel imports ( BS )
Nissan to merge with Honda ( CNBC )
Sanghi Ind, Penna to merge with Ambuja ( Fortune )
Company : Eureka Forbes ( Forbes)
Interview with Manishi Raychaudhuri ( Rediff )
Marker forecasters had a poor 2024 ( The Street )
The trouble with US Equity Exceptionalism ( BI )
Don’t ignore Macro ( David Einhorn )
Some stuff I am reading today morning:
US stocks rule (The Street)
India’s merchandise trade deficit hits record (BS)
PSBs write off loans worth 6.5 Lakh Crore in 5 years (Fortune)
Mumbai APMC NSEL-like scam (BW)
Potato crisis in India (Rediff)
Stock Analysis: Advait Energy Transition Ltd (Dr Vijay Malik)
Interview with Russell Napier (The Market)
A basic framework for growth stocks (Quipus Capital)
7 Lessons from 2024 (Charlie Bilello)
How to review your investments (Humble $)
Some off beat reads for the weekend:
Thread: Congress-Deep State Connection (BJP)
Maharashtra: Saffron Supremacy (Open)
The RSS strategist of helped craft Maharashtra victory (Op India)
How Russia plans to win in Ukraine (RT)
Syria’s North-Western front erupts (Crisis)
Ethnic violence in Syria (JPost)
The Kurram conflict in Pakistan (Tribune)
The GCC rhetoric on Israel (TOI)
Muhammad is the most popular name in Britain (Rair)
University of Hindutva (Baffler)
Inside Vatican’s saint making process (Guardian)
Slavery in the Pacific Islands (Smithsonian)
Four Species of King Cobra (Scroll)
Thread: The massacre of Hindus & Sikhs in Alibeg (Arya Anviksa)
Drive: Mercedes GLC 300 (Team BHP)
Some stuff I am reading today morning:
SEBI proposes new mechanism for closing stock prices (MC)
Blinkit Vs Instamart (BS)
Equity MF exposure to financial stocks falls (FE)
Interview with Sumant Bhargavan, Director, ITC (Rediff)
Interview with Sanjeev Singhal, CMD, Mazagoan Dock Shipbuilders (BI)
Company: Premier Energies (Forbes)
AMC Ranks based on Performance (The MF Guy)
Peak US Exceptionalism (DR)
Charting US markets for 2024 (Novel Investor)
Japan Vs Big Tech (East Asia)