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Linkfest: 04 October, 2023

Some stuff I am reading today morning:

Something is breaking in financial markets (CNBC)

Unabated FPI selling pulls indices to one month low (BS)

IHC increases stake in Adani Enterprises (BT)

Exuberance in SME IPOs (FE)

Private Capital chasing mid-sized Indian banks (Forbes)

Why rates are rising (Larry Swedroe)

Precious Metals feel the heat (Oil Price)

Interview with Jamie Dimon (The Street)

Interview with Cathie Wood (Morningstar)

Memo: Beyond the Landing (GMO)

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Links

Linkfest: 03 October, 2023

Some stuff I am reading today morning:

Vedanta: A decade of merger, demerger (Money Life)

Adani plans to build 10GW solar capacity (Rediff)

BSE’s dream run (BW)

What is hurting India’s exports (Fortune)

On fundraise by Bajaj Finance (Proinvest Nirmiti)

How to do business analysis of Stock Brokers (Dr Vijay Malik)

Latest Post Office Small Savings Rates (Basu Nivesh)

Interview with Mike Gitlin (The Market)

The curse of short termism (BI)

How to outperform (Common Sense)

Categories
Links

Linkfest: 26 September, 2023

Some stuff I am reading today morning:

NSE announces ASM and T2T for SME stocks (BT)

Frenzy in SME IPOs (MC)

NSE to extend trading hours for F&O (BS)

Tata Motors delivers India’s first hydrogen fuel cell buses (Fortune)

Burman family makes open offer for Religare (Rediff)

Inside Ola’s electric gambit (Forbes)

Stock Talk: Indigo (FE)

Robust oil demand in India even at 100$ per barrel (Oil Price)

China’s invasion of Taiwan depends on African iron ore (Telegraph)

Taking Time (Hosking Partners)

Categories
Links

Linkfest: 25 September, 2023

Some stuff I am reading today morning:

Sept 30 is the deadline for adding nominees (BS)

Why everyone wants a pie of Adani Green Energy (Rediff)

Apple to ramp up production to $40 Billion in India (BT)

Aggressive divestment creates doubts about PSU stock prices (MC)

Zomato’s value is 35 Rs/share (Aswath Damodaran)

Company: Finolex Cables (BI)

Singaporean investors bet big on India office properties (FE)

Family feuds & wealth destruction of minority shareholders (Money Life)

Why selling is so hard (Flyover Stocks)

How Morgan Housel invests (ETF)

Categories
Links

Linkfest: 22 September, 2023

Some stuff I am reading today morning:

JP Morgan is adding India to its EM Bond Index (MC)

Nirma buys Glenmark Life Sciences (Rediff)

Tesla proposes EV battery storage factory in India (BS)

Canadian funds hold over $30 Billion in India (FE)

Lohum ties up Nepal’s EV recycling market (Saur Energy)

Duopoly in Indian skies (Forbes)

India auto ancilliary cos impacted by US Auto workers’ strike (Fortune)

US Tech IPOs get poor response (CNBC)

Business Analysis of Tyre Manufacturing Cos (Dr Vijay Malik)

Higher rates, maybe forever (DR)