Some stuff I am reading today morning:
US stocks rule (The Street)
India’s merchandise trade deficit hits record (BS)
PSBs write off loans worth 6.5 Lakh Crore in 5 years (Fortune)
Mumbai APMC NSEL-like scam (BW)
Potato crisis in India (Rediff)
Stock Analysis: Advait Energy Transition Ltd (Dr Vijay Malik)
Interview with Russell Napier (The Market)
A basic framework for growth stocks (Quipus Capital)
7 Lessons from 2024 (Charlie Bilello)
How to review your investments (Humble $)
Some off beat reads for the weekend:
Thread: Congress-Deep State Connection (BJP)
Maharashtra: Saffron Supremacy (Open)
The RSS strategist of helped craft Maharashtra victory (Op India)
How Russia plans to win in Ukraine (RT)
Syria’s North-Western front erupts (Crisis)
Ethnic violence in Syria (JPost)
The Kurram conflict in Pakistan (Tribune)
The GCC rhetoric on Israel (TOI)
Muhammad is the most popular name in Britain (Rair)
University of Hindutva (Baffler)
Inside Vatican’s saint making process (Guardian)
Slavery in the Pacific Islands (Smithsonian)
Four Species of King Cobra (Scroll)
Thread: The massacre of Hindus & Sikhs in Alibeg (Arya Anviksa)
Drive: Mercedes GLC 300 (Team BHP)
Some stuff I am reading today morning:
SEBI proposes new mechanism for closing stock prices (MC)
Blinkit Vs Instamart (BS)
Equity MF exposure to financial stocks falls (FE)
Interview with Sumant Bhargavan, Director, ITC (Rediff)
Interview with Sanjeev Singhal, CMD, Mazagoan Dock Shipbuilders (BI)
Company: Premier Energies (Forbes)
AMC Ranks based on Performance (The MF Guy)
Peak US Exceptionalism (DR)
Charting US markets for 2024 (Novel Investor)
Japan Vs Big Tech (East Asia)
Some stuff I am reading today morning:
Banking system liquidity surplus touches 1 Lakh Cr (BS)
GST officials search ICICI Bank’s premises (MC)
Car, Truck, EV sales decline post festive season (DH)
Elon Musk’s xAI has raised $11 B in record time (Sherwood)
Company: Waaree Energies (FE)
Yusuff Ali, the Retail King (BI)
US markets are swallowing Rest of World (CS)
When you decide to buy a meme coin (DR)
Why elite funds are falling behind (CFA Institute)
Elites Vs Elitism (Seth Godin)
Some stuff I am reading today morning:
India approves 21,772 Cr defence acquisition (FE)
Martial Law fiasco in South Korea (Reuters)
Indigo takes Mahindra to court over ‘6E’ branding (BS)
30% of SIP has longevity over 5 years (Cafe Mutual)
Order in the matter of Trafiksol ITS Technologies (SEBI)
Why smaller cos are outperforming larger ones (Money Life)
Company: Kalyan Jewellers (Forbes)
Sector: Aviation (BW)
Commodity: Antimony (Oil Price)
3 Lessons from Mark Cuban’s Shark Tank investments (HT)