Some stuff I am reading today morning:
President Trump has been convicted (CNBC)
Power Demand hits record of 250 GW (MC)
NTPC Green IPO to fetch over 8000 Cr (FE)
Agnikul launches world’s first 3D Printed Rocket (Fortune)
JioFinance App launched (TechCrunch)
RBI’s balance sheet is 2.5x Pakistan’s GDP (Rediff)
Startup: Grip Invest (Forbes)
The lesson of Loki? Trade less (Tim Harford)
Letter to Texas Instruments (Elliott)
The hubris of creativity (Seth Godin)
Some stuff I am reading today morning:
India Inc plans fund raising via QIPs ( BS )
RBI imposes restrictions on Edelweiss ( Rediff )
All eyes on Election Results ( Money Life )
US bond markets sound inflation alarm ( The Street )
India is key beneficiary of China+1 ( Fortune)
S&P upgrades India’s outlook to ‘Positive’ ( DH )
Modi’s return will boost defence,infra stocks ( Reuters )
The best investment hedge right now is Gold ( Ray Dalio )
The insane rally in Nvidia ( Josh Brown )
AI integration and modularisation ( Stratechery)
Some stuff I am reading today morning:
Adani Group to raise Rs. 33,254 Cr (Rediff)
Yield on 10 Year GSec falls below 7% (FE)
GCCs to account for 40-45% of office leasing (DH)
Is Kirloskar Battle finally settled? (Money Life)
Reliance inks Russia oil deal (Oil Price)
Why Indian startups are ‘reverse flipping’ (Forbes)
Do you need alternatives to get rich? (Nick Maggiulli)
The problem with concentrated funds (BI)
One Misfortune away from Insolvency (DR)
The AI Trust fall (Tomasz Tunguz)
Some stuff I am reading today morning:
Adani Energy to raise 12,500 Cr ( FE )
NSE lowers tick size to 1 Paisa ( BT )
RBI scrutiny on gold loans business ( Rediff )
Sector : Railway Stocks ( BW )
Gold maintains safe haven status ( Oil Price )
Fed rate cuts face big reset ( The Street )
S&P 500 Vs US Economy ( Common Sense )
On Factor Momentum ( Alpha Architect )
Lazy Work, Good Work ( Morgan Housel )
Financial Fraud lurks on TikTok ( Big Picture )
Some stuff I am reading today morning:
Range Rover to be made in India for first time ( Fortune )
SEBI cracks down on stock market fantasy games ( Rediff )
EM investors are focussing on India & Indonesia ( Bloomberg)
Most startups working to make India their domicile ( FE )
Commodity : Coal ( Katusa )
How to select between old and new tax regime ( BW )
A great investor is a great rejector ( Jana V )
Dow 40,000 ( Josh Brown )
The “Old Money” secret to wealth ( DR )
Quantitative Momentum Investing ( Validea )