Category: Links

Some stuff I am reading today morning:

Japan’s Nikkei hits new high after 34 years (Axios)

Govt considering MSP for sugar (FE)

Nifty expected to have 14% earnings growth for few years (NDTV)

KKR to raise infra bet in India (BS)

PM Modi’s dream for AMUL (Rediff)

AB Group launches paints business (MC)

Uber CEO explains why India is one of the toughest markets (HT)

Indus App Store Vs Google Play Store (Fortune)

All Time Highs are historically bullish (Big Picture)

The China oil boom (Monetary Sceptic)

Some stuff I am reading today morning:

Cabinet clears hike in sugarcane FRP by 25 Rs (BS)

Air India-Vistara merger awaiting regulatory approvals (Fortune)

Who is vying for Paytm Payments Bank? (NDTV Profit)

Byju’s $200 million rights issue fully subscribed (Rediff)

Interview with GQG’s Rajiv Jain (Prashant Nair)

Interview with Jeffries’ Chris Wood (MC)

Europe set for 50 TWh solar boom (Oil Price)

How to use alternatives in your portfolio (Morningstar)

The New Era of market commentary (Josh Brown)

Venture Capital & Free Lunch (Not Boring)

Some stuff I am reading today morning:

SEBI uncovers 2,000 Cr accounting issue at Zee (NDTV Profit)

India seeks $26 Billion in private nuclear power investments (HT)

Middle East Escalation fears spike (CNBC)

Has the NASDAQ topped out? (Josh Brown)

Interview with Jim Bianco (The Market)

Cathie Wood’s $14.3 Billion Implosion (QTR)

What’s driving stock market returns (Common Sense)

The Herschel Walker syndrome (Mutiny Funds)

Base Rate Investing (Onveston)

On Catastropic Risk (Aswath Damodaran)

Some stuff I am reading today morning:

Block deal of Whirlpool of India today (BT)

Investors are turning wary of crowded India trade (NDTV Profit)

Retail investors lost out on Axis Bank-Max Financial deal (BW)

The humble repo turns 25 (FE)

Where are the booming MSMEs ? (Money Life)

Notes from Tamilnadu Investors Association Ideas Summit (Akshat Jain)

Buffet’s bet on Japanese stocks has given infinite returns (Pabrai)

On the persistence of growth and value stocks (AA)

Fundamental Vs Derivative (Turtles)

Saying enough to stuff (AR)