Category: Links

Some stuff I am reading today morning:

Thread: Chinese connection in Hindenburg saga (Mahesh Jethmalani)

SEBI has a strong case against Hindenburg (Rediff)

British retail investors are ploughing money into India (The Times)

NSE imposes price control caps on SME IPOs (HT)

Raymond announces demerger of its real estate business (Fortune)

Interview with Prashant Jain (Forbes)

Even wealthy Americans are struggling to make ends meet (CNN)

Chinese Stock: Kweichow Moutai (Moatless Musings)

The Shareholder Supremacy (Edward Zitron)

Forget about Factors (Rogers Planning)

Some stuff I am reading today morning:

Sensex hits 80,000 mark (Fortune)

Global military spending hits record 200 Lakh Crores (BW)

Centre stops release of monthly GST data (BT)

The bear case for US stocks (The Street)

Switching tax regimes while filing returns (MC)

Age based asset allocation (Oblivious Investor)

Lending money to friends & family (NPR)

The biggest obstacle for most investors (Terry Smith)

How to survive irrational markets (David Einhorn)

Changing your behavior for better investing (Big Picture)

Some stuff I am reading today morning:

$3-4 Billion inflows possible in HDFC Bank (MC)

The world is sitting on a $91 Trillion problem (CNN)

Discount brokerage firms feel the heat (FE)

Company: Antony Waste (Forbes)

Commodity: Tungsten (CNBC)

Big investors are doubling down on oil & gas stocks (Oil Price)

How Bull Markets work (Common Sense)

‘Boomer Candy’ Funds (Morningstar)

Green New Scam is dying (DR)

The importance of diversification in investing (Buffett)

Some stuff I am reading today morning:

Trading turnover climbs to new highs (BS)

SEBI asks Market Infra Participants to levy uniform charges (FE)

Our response to SEBI (Hindenburg)

Maharashtra’s 40,000 Cr Power Tender (BW)

Nuvama on MSCI August Review (MC)

The story of UltraTech (Money Life)

Factor Olympics H1 CY2024 (Finominal)

Top Takeaways from Oaktree Conference 2024 (Oaktree)

The compelling case for contrarianism (Felder Report)

The Four Barriers to AI Adoption (Tomasz Tunguz)

Some stuff I am reading today morning:

MFs pump 1.8 Lakh Crores into the markets in H1 CY24 (Rediff)

FPI’s invest Rs.26,565 Cr in Indian Equities in June 2024 (DH)

7 Years of GST (BS)

SEBI’s investigation into UBS Offshore accounts (BW)

Mumbai’s housing market refuses to cool down (BT)

Company: Jubilant Foodworks (Forbes)

Company: Remsons (BI)

Post Office Savings Schemes Rates July-Sept 2024 (Basu Nivesh)

The failure of Credit Suisse (The Market)

Welcome to the Investing Jungle (Mark Newfield)