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Linkfest: 29 December, 2023

Some stuff I am reading today morning:

Govt considering reduction in fuel prices (BT)

SEBI’s skewed policy on F&O worries markets (BW)

Cos gather 50,200 Cr in 2023 via QIP (BS)

Enter 2024 with low return expectations (MC)

Sector Watch: Defence stocks (FE)

Paytm Recap 2023 (BSE)

What’s next for AI in 2024? (The Market)

Building an unfair advantage (Microcap Club)

Startup Bubble finally burst in 2023 (CNBC)

How can Founders get value from their VCs? (Generalist)

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Chart

Asset Allocation Quilt

Source : Mint

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Chart

Signs of Froth

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Links

Linkfest: 28 December,2023

Some stuff I am reading today morning:

India becomes stock market super power (HT)

Record year for Mutual Fund industry (MC)

UP takes the lead in new investor registration (BS)

Dish TV shareholders dismiss Board of Directors (Money Life)

Zomato gets 402 Cr tax notice (BT)

PLI is fueling Dixon’s global dreams (Rediff)

Iron Ore prices on the rise (Oil Price)

Retail revels on Adani woes (Fortune)

8 startups to watch in India (The Generalist)

Only pessimists pick bottoms (Investment Talk)

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ConferenceCall

Gandhar: Too Small

Source: Earnings Call of Gandhar Oil Refinery (India) Ltd