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Links

Linkfest : 17 July, 2024

Some stuff I am reading today morning:

Gold Prices hit record highs ( CNBC)

Top performer across global asset classes ( Menaka Doshi )

Bitcoin $100,000 is coming ( Omkar Godbole )

Halwa ceremony of Budget 2024 over ( Rediff )

IMF raises India GDP growth forecast to 7% ( DH )

Tata Power to invest 20,000 Cr in FY25 ( HT )

Delhi airport T1 may remain shut for two more months ( BT )

4 Indian basins can have more oil than Permian ( Oil Price)

Commodities for long run ( Climateer)

The bull market rotation is real ( DR )

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Chart MutualFunds

SIPs ain’t sticky

Source : Business Standard

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Chart

Chart : Sector Profit Share

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Links

Linkfest: 16 July, 2024

Some stuff I am reading today morning:

Sectoral, Thematic funds catching investor’s fancy (FE)

HUL to sell water purification business (Fortune)

Interview with Tata Motors MD Shailesh Chandra (Rediff)

Used Cars market is thriving (BT)

Supply Chain stresses coming back (Apollo)

Funding winter for startups starts to abate ( DH)

Greed is in the air (Calculated Wagers)

Learning from Walter Schloss (Base Hit Investing)

The Penny Stock Anomaly (Alpha Architect)

Semi-Annual Letter to Shareholders (Fundsmith)

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ConferenceCall

Tata Elxsi: GCC+1

Source: Earnings Call of Tata Elxsi Ltd