Category: Links

Some stuff I am reading today morning;

Only Nifty 50 to be available for weekly derivatives trading ( BT )

SEBI extends deadline for direct payout of securities ( DH )

The bubble in SME IPOs ( BW )

UPI transaction volume rises 52% ( FE )

Hydrogen is key to India’s energy transition ( Fortune )

Israel’s economy under strain ( CNN )

Starup : Statiq ( Forbes )

Choose your influences carefully ( Josh Brown )

The hidden cost of index replication ( Larry Swedroe )

Valuation is an exercise in faith ( Aswath Damodaran )

Some stuff I am reading today morning:

A look at Ratan Tata’s life & legacy( BS )

A tribute to Ratan Tata ( Rediff )

RBI Governor’s Statement ( RBI )

Festive hopes fade for India’s gold industry ( DH )

Markets stare at $19 Billion outflow ( Forbes )

Bearish sentiments at record high levels BW )

Company : ITC ( Fortune )

Commodity : Gold ( DR )

Letter to Investors Q2 FY25 ( Solidarity)

Are Institutional Investors meeting their goals? ( CFA Institute)

Some stuff I am reading today morning:

India’s forex kitty crosses $700 Billion (DH)

Oil Prices tumble 4% (Oil Price)

ED alleges Vivo siphoned 70,000 Cr from India (FE)

Its raining money for top 10 AMCs (Cafe Mutual)

The unstoppable surge in IPOs (Forbes)

Company: Emami (Rediff)

Company: Deepak Nitrite (Fortune)

Economy: Glass Permanently Half Full (Money Life)

Interview with Joerg Wuttke (The Market)

Resist the urge to rebalance (Guy Spier)

Some stuff I am reading today morning:

What’s ahead for the Fed ( The Street )

India China Flow shift ( Nooresh )

FMCG firms do brisk business on Quick Commerce ( Rediff )

The debate over eCommerce discounts ( BW )

Company : Apar Industries ( Fortune )

Stock Talk : Kalyan Jewellers ( FE )

Startup : Celcius ( Forbes )

Quarterly Letter to Investors ( Ikigai )

Inflation Perception & Reality ( Money Life )

Don’t sell good companies ( Terry Smith )

Some stuff I am reading today morning:

Nifty’s share of Market Cap is at 25 year low ( FE )

China’s Golden Week market rally ( BW )

Adani blends Green Hydrogen with natural gas ( HT )

Stock Talk: Crompton Greaves Consumer ( Rediff )

Stock Analysis : Wonder Electricals Ltd ( Dr Vijay Malik )

Thread : Marine Electricals ( Vipul Makwana)

SIP Vs SWP for Mutual Funds ( Basu Nivesh )

Why is buy low, sell high so difficult? ( Value Investing )

Be the Barry Sanders of investing ( Jake Ridley)

The pros & cons of buffered ETFs ( White Coat Investor )