Category: Links

Some stuff I am reading today morning:

Fireside chat of Jensen Huang with Mukesh Ambani (CXO)

Mutual Fund investors remain unfazed by market downturn (BS)

India’s gas demand to double by 2040 (Oil Price)

Edible oil prices to stay elevated (FE)

Zomato, Swiggy hike platform fees (Rediff)

Airbus to have 5,000 direct employees in India (DH)

Company: Lemon Tree Hotels (BI)

Why every investor should hold gold (AM)

Building a Bond Ladder (Big Picture)

A Clue to Stock Market’s biggest winners (Freedom Day)

Some stuff I am reading today morning:

Modi meets Xi (BS)

India remains world’s largest growing economy (Rediff)

HUL to spin off ice cream biz (Fortune)

How Hyundai cracked the Indian market (Forbes)

Imagicaa gets a makeover (BI)

Acquisition values jump in cement sector (FE)

SEBI’s conflict of interest code (Money Life)

Technicals: Healthy correction is not tasty (Nooresh Merani)

Company: AIA Engineering (Proinvest Nirmiti)

Avoiding Value Traps with Capital Cycle Theory (AM)

Some stuff I am reading today morning:

Mid, smallcap rally may pause ( BS )

Reliance Infra to set up facility for ammunition ( FE )

Adani to buy Orient Cement ( Rediff )

All big IPOs failed on market debut ( Fortune )

RBI cracking down on Fintechs ( BW )

Problems at Hindenburg Research ( Bear Cave )

Importance of rebalancing ( Financial Bodyguard)

Optimistic Vs Pessimistic Investors ( WCI )

Thoughts on Nostalgia ( Morgan Housel)

Research : Measuring the Moat ( Morgan Stanley )

Some stuff I am reading today morning:

Noel Tata appointed Chairman of Tata Trusts ( Forbes )

Sudarshan Chemical to acquire Heubach ( Fortune)

FPIs have sold 58,711 Cr in October 2024 ( Rediff )

More fiscal stimulus in China ( CNN )

Kirana stores in Metros hit by Quick Commerce ( HT )

The remarkable evolution of the Electric Vehicle ( Oil Price )

Sector Watch : Small Finance Banks ( BW )

The invisible tax burden (2Point2Capital )

Mob rule ( Humble $ )

Fallen angels ( Prof Galloway )