Some stuff I am reading today morning:
Modi Govt’s quest for committed bureaucracy (Print)
Ketan Parekh’s case reveals $200 Billion turnover (BW)
RBI Governor Malhotra comfortable with declning INR (BS)
Shakeout in Smallcaps (Money Life)
NCLT Mumbai employees go on strike (MC)
Dunzo is now Defunct (FE)
Company: Mankind Pharma (Forbes)
Company: Dabur ( Rediff )
Put in the reps (Kiran D)
2024 Letter to Shareholders (Terry Smith)
Some stuff I am reading today morning:
Rupee slides to 86.5 per USD (FE)
GST Search at PB Fintech’s offices ( MC)
JSW Energy is successful bidder for KSK Mahanadi (FE)
A financial storm is brewing (The Market)
Mahakumbh 2025: A 2 Lakh Cr economic phenomenon (Fortune)
Real Estate outlook for 2025 (BI)
Deep Dive into CDMOs (Value Quest)
First Leasing: Irony of Irani (Money Life)
The stock market is the economy (Sherwood)
Minimum levels of stress (Morgan Housel)
Some stuff I am reading today morning:
Global bond trantrum a worrisome start to New Year (Yahoo)
FPIs withdraw 22,194 Cr in Jan (Rediff)
5 IPOs to debut this week (MC)
Russian oil supply to India to get curbed (Reuters)
Oil Bulls are back (Oil Price)
India’s defence exports soar 30x (Fortune)
Gold outlook for 2025 (BI)
Canada plans retaliatory tariffs on US ( CNN )
Dividends are a feature, nothing more (Josh Brown)
7 Pillars of market bubbles (Arcadian)
Some off beat reads for the weekend:
Maha Kumbh 2025: Divine Rhapsody (Open)
India must build its own fleet of ships (RT)
Why Taliban are turning against Pakistan (First Post)
Interview with Sergey Lavrov (TASS) (Use Google Translate)
The Biggest Crime in British History (Free Press)
History will not be kind to Biden (Arab News)
Ghosts of the Old Middle East (Engelsberg)
10 conflicts to watch in 2025 (Crisis)
Redefining US-Pakistan relations (Tribune)
Don’t think terrorists are trivial (TOI)
Victor Pelevin, Russia’s most famous novelist (Guardian)
The inside story of peace talks between Tunisia and Israel (JPost)
How Charlie Hebdo exposed the hypocrisy of the elites (Spiked)
Thread: The one habit of longest lived people (Cody Alt)
Travelogue: Japan (Team BHP)
Some stuff I am reading today morning:
Make or Break Time for Nifty (Shalin Shah)
OFS in Adani Wilmar opens today (BT)
TCS starts Q3 earnings season with missed estimates (FE)
Govt to give 35,000 Cr LPG subsidy to OMCs (Rediff)
DAM Capital: 14 stocks that can double in next 3 years (RJ)
Q3 FY25 Letter to Investors (2Point2 Capital)
Q3 FY25 Letter to Investors (Solidarity)
Positioned for a historic crash (DR)
How Evergreen private fund structures work (CAIA)
Busyness & Leverage (Seth Godin)