Some stuff I am reading today morning:
Action against JM Financial (RBI)
India bonds to attract $ inflows (MC)
$21.1 Billion of IPO lockins set to expire (Forbes)
On Tata Motors Demerger (NDTV Profit)
4 Million open demat accounts in Feb (BS)
Startup: Rapido (BI)
Better to be right than be first (Microcap Club)
Post-earnings announcement drift (Klementon)
How much Bitcoin should we allocate to portfolio? (Quantpedia)
The dumber side of smart people (Morgan Housel)
Some stuff I am reading today morning:
Indian markets at all time highs (Rediff)
Gold prices at all time highs (LBMA)
Bitcoin tops $68,000 as it nears all time highs (CNBC)
Tata Motors to split into 2 listed cos (Forbes)
Action against IIFL Finance (RBI)
IPO Watch: Gopal Snacks (NDTV Profit)
Company: JG Chemicals (BI)
Missing $533 Million at Byju’s (BS)
Water Crisis in Bengaluru (MC)
Investment in the era of “Easy Money” (MS)
Some stuff I am reading today morning:
Govt readies Viksit Bharat plan (BS)
Nifty in Technical Charts (Dr C K Narayan)
FPIs were net buyers of Indian Equities in Feb (Rediff)
Kotyark is 1st Indian bio-diesel co to get carbon credits (NSE)
Indian Startups Vs Google (Fortune)
Interview with Torsten Slok (The Market)
It’s still a bull market (All Star Charts)
Yesterday’s influence (Humble $)
The bubble in Ostrich Feathers (Contessa Capital)
Indus Valley Annual Report 2024 (Blume Ventures)
Some off beat reads for the weekend:
The Mahadev betting app scam (Open)
Amrit Railway Stations (Organiser)
Importing Violence in Europe (Rair Foundation)
Who is Portugal for? (Palladium)
Chinese anxiety over ‘Peak China’ (ORF)
Fears mount over Al Aqsa tensions (Al Majalla)
The post Gaza war opportunity (TOI)
Two shores, One sea (Baffler)
Secrets of the Conservative money machine (Guardian)
Sadiq Khan is tearing London apart (Spiked)
Imran Khan’s resurrection (Dawn)
Pakistani Americans (Tribune)
Riders in the smog (ROW)
Pura Vida: Costa Rica’s national saying (BBC Travel)
Humour: A guide to traffic in India (Team BHP)
Some stuff I am reading today morning:
Thread: India’s GDP growth accelerates (MoF)
Union Cabinet approves 3 semiconductor units (Ashwini Vaishnaw)
Cabinet nod to 75,021 Cr solar rooftop scheme (Fortune)
Tata Sons to raise 55,000 Cr via IPO (BS)
Mumbai property market at 12 year high (BT)
SC junks plea to reopen Sterlite Copper Smelter (MC)
Company: Lalithaa Jewellery (BI)
The rise and fall of Byju’s (CNBC)
Interview with Jim Chanos (Chicago Booth)
2023 Letter to Investors (Markel)