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Linkfest: 21 June, 2024

Some stuff I am reading today morning:

India will be a $30 Trillion economy by 2050 (Gautam Adani)

The rise & rise of PSUs (MC)

Flipkart to enter Quick Commerce (BT)

India is now world’s 3rd largest airline market (Fortune)

Investors should focus on larger cement players (Rediff)

Is “Khelo India Khelo” priced in? (Kiran D)

Jimmy Zhong, the man who stole $3 Billion (CNBC)

AI: The Goldilocks Zone (Not Boring)

Deep Dive into LVMH (Quartr)

Quiet Compounding (Morgan Housel)

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Links

Linkfest: 20 June, 2024

Some stuff I am reading today morning:

Cabinet approves 76,000 Cr Vadhavan Port (MC)

Vodafone sells 18% stake in Indus Towers (DH)

Foreign investors buy $10 Billion of Indian bonds (HT)

Israel warns Lebanon of ‘all out war’ (CNBC)

Hinduja family faces criminal charges in Swiss courts (BW)

How Mercedes became India’s largest luxury car maker (Forbes)

Stock Talk: Bata India (Rediff)

Stock Analysis: Abbott India Ltd (Dr Vijay Malik)

Why stocks are the greatest asset class (Nick Maggiulli)

Betting with a weak hand (BI)

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Links

Linkfest: 19 June, 2024

Some stuff I am reading today morning:

Nvidia is now the world’s most valuable company ( CNBC )

Vodafone likely to sell Indus Towers stake (MC)

Company : Inox Green Energy ( ET )

Higher margins for Options contracts likely (BT)

Amaravati: The lost city (Forbes)

Politics is back in political economy (Money Life)

5 Mistakes to avoid while filing ITR (BW)

Old Vs New Tax Regime (Bull Markets)

Investing in Brazilian stocks (Quipus Capital)

3 Claims by Finacial Charlatans (Darius Foroux)

Categories
Links

Linkfest: 18 June, 2024

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 )

Categories
Links

Linkfest : 17 June, 2024

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 )