Some stuff I am reading today morning:
Adani family secretly invested in own shares (Guardian)
OFS in Five Star Finance (MC)
Economy at cusp of new private Capex cycle (Fortune)
Listed oil PSUs as petty political pawns (Money Life)
Brazil looks at India for Defence (FE)
JSW to enter EV space (BT)
‘Grift Shift’ into AI stocks (II)
Company: Latent View (BI)
Interview with Cole Smead (The Market)
The Great Wealth Migration (Daily Reckoning)
Some stuff I am reading today morning:
India’s record dry August (BS)
32 Cos apply for IT Hardware PLI Scheme (BT)
Reliance loses zero-debt status (FE)
Why the rural economy isn’t out of the woods (Forbes)
Technical View: Interesting Charts (Nooresh Merani)
Gullible investors lured by fake trading profits (Money Life)
Optimizing Position Sizing (Flyover Stocks)
Why we don’t talk our book (Buffett)
Quarterly Letter to Investors (Hayden Capital)
How China became the King of new nuclear power (CNBC)
