Some stuff I am reading today morning:
Tata Group’s 25,000 Cr Chip plant to get Govt nod (FE)
Fat Foreign Capital to come to India (BT)
Tatas mull spinoff of battery business (HT)
Mahindra group aims for 10x growth in 5 years (NDTV Profit)
Stock Talk: Nykaa (Rediff)
Disney’s push into gaming (Super Joost)
Why not 100% Equities ? (Cliff Asness)
The devil within lifecycle strategies (CityWire)
The power of negative thinking (Climateer)
The cost that’s never counted (DR)
Some stuff I am reading today morning:
Bike Taxis get Centre’s approval (BS)
Japan’s economy slips into recession (CNBC)
IRDAI issues draft rules for ‘Bima Sugam’ (Fortune)
India’s Natural Gas consumption to triple by 2050 (Oil Price)
On India’s EV market (MC)
Adani Green begins generation from world’s largest energy park (BT)
PSU Stock rally can continue (NDTV Profit)
Company: Himadri Speciality Chemicals (BI)
How to use real estate in your portfolio (Morningstar)
Is War good for the markets? (Big Picture)
Some stuff I am reading today morning:
PM Modi launches 75,000 Cr solar rooftop scheme (Money Life)
Paytm NBFC lenders in trouble (BS)
Reliance crosses 20 Lakh Crore in market cap (MC)
Ant Financial’s stake value in Paytm declines (Rediff)
US inflation tops forecasts (Bloomberg)
SEBI rejects NSE’s settlement plea ( FE )
Company: Annapurna Swadisht (BI)
Interview with David Einhorn (Big Picture)
The PE fund that invests only in Whiskey (Axios)
How US became the world’s top oil producer (Oil Price)
Some stuff I am reading today morning:
UPI launched in Sri Lanka, Mauritius (Money Life)
Tower Semiconductor in India (BT)
Hong Kong is over (FT)
MSCI February Review (NDTV Profit)
Theme: PSU Stocks (MC)
Stock Talk: Eveready (BI)
Bitcoin back to $50,000 (HT)
Can ChatGPT improve your stock picks? (AA)
The hidden dangers of malinvestment (AM)
Annual Investor Presentation (Pershing Square)
Some stuff I am reading today morning:
Centre examining China FDI in Paytm (BT)
Xiaomi protests India’s scrutiny of Chinese cos (BS)
Interview with Anil Singhvi (Forbes)
Growing unemployment in India (Fortune)
A deep dive into Paytm (MC)
Company: Ujjivan Bank (BI)
On the Magnificient Seven (Aswath Damodaran)
Why realistic return expectations matter (MF Guy)
Lessons from Ed Thorp (Moon Tower)
Just focus on the fundamentals (Albert Bridge Capital)