Category: Links

Some stuff I am reading today morning:

Rupee at all time lows ( DH )

On stake sale of IDBI Bank ( BS )

Double fee for not affixing FASTag ( HT )

Nifty 50 Index is a bit of a mirage ( Rediff )

Stock Talk : India Cements ( BI )

Talk on Floats ( Fundoo Professor)

The winners from US-China decoupling ( Climateer )

Oil & Gas are here to stay ( Oil Price )

The future of Blockchain Data ( Tomasz Tunguz )

Makes you think ( Morgan Housel )

Some stuff I am reading today morning:

Will budget trigger a correction? (BI)

Microcaps outperform mid/smallcaps (Rediff)

SME IPOs may face regulatory tightening (FE)

The optics are wrong for Modi 3.0 (Money Life)

GVK Power & Infra declared bankrupt (BW)

Company: Sobha Realty (Forbes)

Global battery demand to quadruple by 2030 (Fortune)

Your EV battery may come with an Aadhar No (HT)

Defense is Offence (Invariant)

Rebalancing is for reducing risk, not improving returns (Morningstar)

Some stuff I am reading today morning:

Gold Prices hit record highs ( CNBC)

Top performer across global asset classes ( Menaka Doshi )

Bitcoin $100,000 is coming ( Omkar Godbole )

Halwa ceremony of Budget 2024 over ( Rediff )

IMF raises India GDP growth forecast to 7% ( DH )

Tata Power to invest 20,000 Cr in FY25 ( HT )

Delhi airport T1 may remain shut for two more months ( BT )

4 Indian basins can have more oil than Permian ( Oil Price)

Commodities for long run ( Climateer)

The bull market rotation is real ( DR )

Some stuff I am reading today morning:

Sectoral, Thematic funds catching investor’s fancy (FE)

HUL to sell water purification business (Fortune)

Interview with Tata Motors MD Shailesh Chandra (Rediff)

Used Cars market is thriving (BT)

Supply Chain stresses coming back (Apollo)

Funding winter for startups starts to abate ( DH)

Greed is in the air (Calculated Wagers)

Learning from Walter Schloss (Base Hit Investing)

The Penny Stock Anomaly (Alpha Architect)

Semi-Annual Letter to Shareholders (Fundsmith)