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Investing Advice
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The Asset Allocation Quilt
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Linkfest: 12 January, 2023
Some stuff I am reading today morning:
EVs steal the limelight in Auto Expo 2023 (BS)
ICICI Bank’s murky bailout of Lanco (Money Life)
Impact of US inflation nos on Nifty (Nooresh Merani)
Piramal Capital to target 1 Trillion Rs AUM (FE)
Startup funding in India drops 33% in 2022 (Rediff)
Angels at Agility Ventures (Forbes)
Corporate Insiders embark on a Buyer’s Strike (Felder)
China: Death of a Dream (DR)
US Deep Value offers compelling opportunities (GMO)
Annual Letter to Investors (Terry Smith)
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NTPC: Cell Shocked
Source: Exchange Filings of NTPC Ltd
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Linkfest: 11 January,2023
Some stuff I am reading today morning:
Pakistan in an unprecedented economic crisis (BT)
Rupee strengthens against US $ (BS)
SBI’s 10,000 Cr Infrastucture Bond sale this week (Rediff)
Indian Exchanges- Rise of Options Turnover (2Point2Capital)
6 Mutual Funds degrow in a booming industry (Fortune)
Startup: Dawaa Dost (Forbes)
Interview with Jamie Dimon (Fox Business)
Why does PE get to play Make-Believe with prices? (Cliff Asness)
AI & the Big 5 (Stratechery)
Financial Advisors or Life Coaches? (Kimberly Foss)