Some stuff I am reading today morning:
FPIs sell heavily in Jan ( BT )
Time to book profits in mid & smallcaps ( Rusmik Oza )
Fractional Ownership in Real Estate ( Bala )
India’s palm oil industry (Carbon Copy)
Company: Puravankara ( BI )
Parking Wars in India (NDTV Profit)
My Twelve Sell Rules (The Market)
Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)
Collapse of the US rooftop solar industry (Time)
Fraud in Asian Stocks ( ACS )
Wishing readers on the occasion of Republic Day.
Some off beat reads for the long weekend:
God’s Politician (Open)
Hindu Persecution in Bangladesh (Op India)
The Shadowy Business of Canada Education (Walrus)
Ukraine Fatigue (Guardian)
Germany is now a cautionary tale (Spiked)
Tensions rise in the Korean Peninsula (RT)
Israel-Egypt tensions rise (Arab News)
Pakistan: Hemmed In (TNIE)
A Cold War with Chinese characteristics (Engelsberg)
War on Crime in Equador (Crisis)
The changing face of Ethiopia (ORF)
Thread: Hagia Sofia and the Lies (Amit Schandillia)
Review: The Grand Strategy of the Roman Empire (PSmiths)
Thread: A Shiva Miracle (Sreevidya Balasubrahmaniam)
The power of an afternoon nap (Mint)
Some stuff I am reading today morning:
Microsoft hits $3 Trillion market value (BS)
Indian cos can directly list on GIFT IFSC (BT)
China Bulls are paying a heavy price (Straits Times)
Stock Talk: Paytm (Forbes)
United Spirits backs growth guidance (NDTV Profit)
Company: Stanley Lifestyles (BI)
Real Estate: Ayodhya (MC)
Alternative Investing: Invoice discounting (Good Moneying)
When to sell and not sell your high flying investments (Tom Gayner)
The art of looking stupid (Palm Valley Capital)
Some stuff I am reading today morning:
India is now world’s 4th largest stock market (BS)
Inside story of how Zee-Sony deal collapsed (NDTV Profit)
Why did Mutual Funds bet on Zee? (Money Life)
Tech layoffs continue in 2024 (MC)
Direct Tax to GDP ratio at 23 year high (FE)
Company: MapMyIndia (Forbes)
Company: Syngene (BI)
Byju’s FY22 losses ballons to 8,245 Cr (Fortune)
6 things to know about all time highs (Carson Group)
Decoding ‘story’ (Seth Godin)
Some stuff I am reading today morning:
Second Diwali in India ( BS )
Ayodhya to see 5 Crore tourists per year ( FE )
What should be Zee’s next option? ( BW )
PM Modi’s scheme to install rooftop solar on 1 Crore homes ( MC )
China economy in bad shape ( CNBC )
Stock Talk : HDFC Bank ( Aditya Grover )
On Sukanya Samriddhi Yojana ( Basu Nivesh )
China’s population could halve by 2100 ( Asia Times )
The race to become the next economic super power ( Climateer )
Letter to Investors ( Ariel Fund )