Some stuff I am reading today morning:
Foreigners turn cautious on Indian Stocks (BS)
India’s road to $5 Trillion Economy (CNBC)
Patanjali offers 830 Cr for Rolta India (MSN)
Paytm Payments Bank Pinch (Forbes)
Adani Group to begin copper production (BT)
Worst not over for Bank stocks (Rediff)
Stock Talk: SBI (NDTV Profit)
Don’t say ‘Goldilocks’ (DJB)
Nothing is more bullish than All time Highs (Irrelevant Investor)
The art market’s unsavoury practices (Climateer)
Some stuff I am reading today morning:
On Interim Budget 2024 ( Fortune )
Interim Budget : Vision for 2047 ( HT )
Byju’s investors want to oust Founders ( FE )
Paytm has lost more than its Bank ( NDTV Profit )
Stock Talk : Adani Ports ( BT )
Gold demand hits record highs in 2023 ( CNBC )
Interview with Bill Nygren ( The Motley Fool )
4 steps to craft a hands off portfolio ( Morningstar )
AI may make markets less rational ( Climateer )
Wall Street’s Narrative Vs Reality ( DR )
Some stuff I am reading today morning:
Action against Paytm Payments Bank ( RBI )
Paytm response to RBI restrictions ( BSE )
Interim budget today ( Forbes )
US Fed keeps rates unchanged ( BS )
US Fed unlikely to cut rates in March ( CNBC )
Saudi Arabia’s capacity U Turn ( Reuters )
Mad market or Sad Market ( Nooresh Merani )
On Animal Spirits ( Jim Chanos )
Big Tech’s AI Hype Machine ( Felder )
The Thin Line ( Ted Lamade )
Some stuff I am reading today morning:
All eyes on FED meeting (CNBC)
IMF raises India’s 2024 growth forecast to 6.7% (BT)
Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)
Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)
Fidelity cuts Meesho valuation further (FE)
Why Lithium prices crashed by 80% (Oil Price)
On US response to American deaths in Middle East (Politico)
Jamie Dimon’s $4 Trillion machine (NY Mag)
A good idea, well executed (Seth Godin)
Research: Institutions are slow to sell (Alpha Architect)
Some stuff I am reading today morning:
On Budget 2024-25 (Forbes)
LIC’s proposed stake buyout in HDFC Bank (MC)
Stock Talk: Concor (Yatin Mota)
On India’s nuclear power plans (Power)
SIP is powering India’s Mutual Fund Industry (BS)
Byju’s rights issue at 99% lower valuations (FE)
1992- India’s original Fintech Moment (BW)
Interview with Bryan Whalen (The Market)
The bête noire of private equity (II)
One step closer to War (DR)