Some stuff I am reading today morning:
IMD says monsoon at 20% deficit (BS)
Govt considering Income Tax cut (HT)
SEBI plans tougher F&O rules (Rediff)
HAL gets 45,000 Cr order (BW)
Edelweiss round tripping money ( Op India )
Stock Analysis: Dr Reddy’s Laboratories Ltd (Dr Vijay Malik)
Commodity: Silver (The Market)
The best investment strategy for speculative markets (Jim Chanos)
Roger Federer Vs the Stock Market ( Common Sense )
An Acquired Taste ( Conor Mac )
Some stuff I am reading today morning:
India, Oman to sign FTA ( DH )
Foreign investors return to Indian markets ( BW )
R/WallStreetBets discovers India ( Rahul Sanghi )
Chinese auto makers overtake US rivals ( CNBC)
Zomato to buy Paytm’s movie ticketing and events business ( BT )
Interview with Manish Chokhani ( CNBC TV18 )
Stock Talk : NTPC ( Rediff )
Reports of demise of Petro Dollar are fake ( Morningstar)
Horseshoes & Hand grenades ( F & F )
Useful & Overlooked skills ( Morgan Housel )
Some off beat reads for the weekend:
The inside story of the Gaza hostage rescue (The JC)
How Modi foiled the West’s grand plan (RT)
What are the reasons for violence in Manipur? (eSamskriti)
Pro-ISIS movements between India & Sri Lanka (ORF)
The future of the Chinese Communist Party (Cogitations)
Inside Mexico’s anti-avocado militias (Guardian)
Armenia is on the Front Line of Global Jihad (Front Page)
The Saddam Files (Engelsberg)
The making of Keir Starmer, arch technocrat (Spiked)
Doing Nothing (Walrus)
Why George Orwell wrote 1984 (Open Culture)
Thread: The Ashes of Mahatma Gandhi (Amit Thadani)
Travelogue: Hampi (Stories of Raku)
Drive: The Lagunas Route (BBC Travel)
Auto: Jeep Wrangler (Team BHP)
Some stuff I am reading today morning:
Adani buys Penna Cement ( FE )
GT Council meeting to decide rate rationalisation ( BT )
Tesla shareholders approve Elon Musk’s $56 Billion pay ( HT )
Company : United Spirits ( Rediff )
Thread : DDev Plastiks ( Caprize )
Climate Change is a huge risk to Indian economy ( Fortune)
PPF Vs Sukanya Samriddhi ( Basu Nivesh )
Big Tech is now Huge Tech ( Sherwood)
The hidden costs of high stock market activity ( Buffett)
Green Hydrogen hype gets dose of reality ( Oil Price )
Some stuff I am reading today morning:
Nifty hits fresh all time high (DH)
Retail inflation hits 12 month low (BT)
US Fed keeps rates steady ( CNBC )
Bain Capital looking to exit L&T Finance (MC)
Taj is world’s strongest Hotel Brand (BS)
Not much consumer demand for Electric Vehicles (Oil Price)
Company: Ajooni Biotech (BI)
ITR Due Dates (HT)
We are all fighting the same battles (Microcap Club)
Letter & Presentation to South West Airlines (Elliott)