Some stuff I am reading today morning:
Action packed IPO season in May (MC)
China is now India’s largest trading partner (BT)
India will become 4th largest economy by 2025 (Rediff)
NSE shares soar in the unlisted market (BS)
Lavasa’s fate hangs in balance (Money Life)
New-age investors bet on fractional ownership (DH)
Startup: 93 Degrees (Forbes)
US EV startups scramble to shore up cash (CNBC)
Rally getting started in Gold miners (Baker Steel)
Blackstone’s best investment ever (Katusa Research)
Some stuff I am reading today morning:
SBI posts record profits (DH)
Monthly SIP inflows cross 20,000 Cr (BS)
Q4 FY24 Results Notes: CDSL (Ashok Damani)
Conference Call Notes: Tarachand Infra (Swapnil Kabra)
Silver: When will it shine? (Green Edge)
Is the Crypto rebound over? (Bloomberg)
How would I invest today for 50% returns (Buffett)
Good company, Bad stock (Best Interest)
The Impact of Debt (Howard Marks)
Control Yourself (Microcap Club)
Some stuff I am reading today morning:
Adani & Ambani under attack (Modi Vs Rahul)
Case registered against Cognizant,L&T for bribery (DH)
Crew Crisis at Air India Expresss (MC)
Rural FMCG growth overtakes urban (Rediff)
Tata Power plans 20,000 Cr capex in FY25 (BS)
Gold bars are selling like hot cakes in Korea (CNBC)
Startup: Vinted (Forbes)
What not to do in a startup (Fortune)
Folks retiring in their 30s (NY Times)
How would longevity impact your retirement? (Humble $)
Some stuff I am reading today morning:
Market volatility at 15 month high (DH)
Oil Risk Premium wanes (Oil Price)
India could export ammunitions over 60,000 Cr (BW)
India aims to be the AI use-case capital of the world (MC)
Vedanta’s $13 Billion debt woes (Fortune)
Why foreign financial services firms have not succeeded (Money Life)
Busting the myths around Indian household debts (ORF)
Startup: The Sleep Company (Forbes)
Is it time to get bullish on China? (Sherwood)
Open Letter to Alibaba Group (Sid Choraria)
Some stuff I am reading today morning:
Israel launches strikes on Rafah ( CNBC )
BSNL to roll out 4G services across India (HT )
Household savings plunge to 5 year lows ( FE )
The 100 Day agenda of Modi 3.0 ( Fortune )
MF stake in listed cos at all time highs ( DH )
Boom Time for Breweries ( Rediff )
Concerns about SEBI regulations on market rumours ( Leap )
Gold is over valued now ( Market Watch )
The boom in Zero Day options ( Yahoo Finance )
How to find a partner like Charlie Munger ( Alchemy )