Category: Links

Some stuff I am reading today morning:

The rise of unlisted markets ( DH )

How Zerodha trader reclaimed 9 Lakhs ( Money Life )

India’s AC industry will double in 4 years ( HT )

Wind is generating more electricity than coal in US ( Sherwood)

Company : CSB Bank ( Fortune )

Thread : Agrochemical Stocks ( Fibonalysis )

Stock Talk : Kontor Space ( Smart Sync)

Have clarity on investment timeframe ( Market Sense )

The automatic investing revolution ( Common Sense )

Finding ideas before others ( Microcap Club )

Some stuff I am reading today morning:

Vizhinjam berths first mother vessel ( Fortune )

GeM portal will become world’s largest ( DH )

US inflation falls ( CNN )

Stock Talk : MCX ( RJ )

Sector: AMCs ( Rediff )

How India checkmated China on silver imports ( BW )

Big Oil is investing in Lithium ( Oil Price)

Overconfidence may lead to poor Emergency planning ( AA )

On assessing Operating Performance ( Buffett )

Saudi & Russia, Best Buddies ( DR )

Some stuff I am reading today morning:

Euphoria in Indian IPOs ( Bloomberg )

India’s rooftop solar program ( Hindu )

Company: Voltas ( Rediff )

Banking Crisis in China ( Sina 21 Capital)

Indians are travelling abroad like never before ( Fortune )

Q1 FY25 Letter to Investors ( Solidarity)

Q1 FY25 Letter to Investors ( 2Point2 Capital )

The beginning of the end of market price targets ( Axios )

Does ‘Skin in the Game’s really matter? ( BI )

A Bear Market shock can upend Tech stocks ( Climateer )

Some stuff I am reading today morning:

Equity MF inflows hit 40,000 Cr in June ( Rediff )

SEBI derivatives panels suggests curbs ( MC )

India food services market to touch 7.76 Trillion ( FE )

India-Russia target $100 Billion bilateral trade ( BS )

Company: ICICI Bank ( Fortune )

Errors in SC DMRC Judgement ( BW )

Rentier Capitalism ( Mostly Economics)

Pollution Premium ( Alpha Architect)

The playing field for China gets narrow ( The Market )

Crypto’s Make or Break Moment ( DR )