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)
Some off beat reads for the weekend:
Foreign interference in Indian politics (First Post)
The art of winning a defeat (Open)
India is exporting arms to Israel (Al Jazeera)
Thread: Bengal Partition Day (Shamindu Mukherjee)
New US Laws on Tibet (Organiser)
The Nazi past of Lithuania (TOI)
Afghan women forced into obscurity (TFT)
The Assange saga (RT)
The loneliness of low ranking tennis player (Guardian)
A month traveling in China (Dissident Voice)
Salman Rushdie’s beautiful revenge (Tablet)
What happened to Bhaktiyar Khalji? (Savitri Mumukshu)
Thread: Plight of Sikh Gurudwaras in Pakistan (True Indology)
Fun reloaded (IM1776)
Thread: Remembering Madan Mohan (Film History)
Some stuff I am reading today morning:
Indian Govt bonds to join JP Morgan bond index from today (Fortune)
Promoter selling spree on Dalal Street (Money Life)
Reliance Jio hikes prices by 25% (BT)
Ultratech Cements takes 23% stake in India Cements (BS)
Key decisions at SEBI Board Meeting (SEBI)
Company: Balkrishna Industries (Rediff)
VC: Blume Ventures (Forbes)
The first Hedge Fund (Common Cog)
Envy & Trading (All Star Charts)
Bidenflation (DR)