Some stuff I am reading today morning:
SEBI proposes new mechanism for closing stock prices (MC)
Blinkit Vs Instamart (BS)
Equity MF exposure to financial stocks falls (FE)
Interview with Sumant Bhargavan, Director, ITC (Rediff)
Interview with Sanjeev Singhal, CMD, Mazagoan Dock Shipbuilders (BI)
Company: Premier Energies (Forbes)
AMC Ranks based on Performance (The MF Guy)
Peak US Exceptionalism (DR)
Charting US markets for 2024 (Novel Investor)
Japan Vs Big Tech (East Asia)
Some stuff I am reading today morning:
Banking system liquidity surplus touches 1 Lakh Cr (BS)
GST officials search ICICI Bank’s premises (MC)
Car, Truck, EV sales decline post festive season (DH)
Elon Musk’s xAI has raised $11 B in record time (Sherwood)
Company: Waaree Energies (FE)
Yusuff Ali, the Retail King (BI)
US markets are swallowing Rest of World (CS)
When you decide to buy a meme coin (DR)
Why elite funds are falling behind (CFA Institute)
Elites Vs Elitism (Seth Godin)
Some stuff I am reading today morning:
India approves 21,772 Cr defence acquisition (FE)
Martial Law fiasco in South Korea (Reuters)
Indigo takes Mahindra to court over ‘6E’ branding (BS)
30% of SIP has longevity over 5 years (Cafe Mutual)
Order in the matter of Trafiksol ITS Technologies (SEBI)
Why smaller cos are outperforming larger ones (Money Life)
Company: Kalyan Jewellers (Forbes)
Sector: Aviation (BW)
Commodity: Antimony (Oil Price)
3 Lessons from Mark Cuban’s Shark Tank investments (HT)
Some stuff I am reading today morning:
Windfall tax on oil scrapped ( FE )
SEBI cracks down on finfluencers ( DH )
AIFs seek tax pass through ( BS )
RBI rate cut in December is unlikely ( Rediff )
SFIO conducts searches at EV firms ( Fortune )
Company : Reliance-Disney JV ( BT )
Silver Buying Opportunity ( DR )
Market corrections can be a good thing for investors ( MF Guy )
Cash as King ( Frank Martin)
A short to remember ( Climateer)
Some stuff I am reading today morning:
India’s GDP growth will be 6.8% in FY25 ( BW )
Trump’s threats of 100% tariffs unrealistic ( DH )
Trump & Tariffs ( Known Unknowns )
Bangladesh wants to renegotiate Adani deal ( Reuters )
Bajaj Finance exits from co-branded credit card business ( BS )
Interview with Alisha of Aster DM ( Fortune)
Interview with Jim Grant ( The Market )
Notes on the market ( Prabhakar Kudva )
Technical view on Banks ( Nooresh Merani )
Bet on low costs ( Humble $ )