Some stuff I am reading today morning:
Mid and small-caps wilt under regulatory heat (FE)
Worst day in 2 years for Indian markets (BT)
Are electoral bonds making the markets jittery? (Fortune)
Gautam Adani on Hindenburg attack (BW)
SEBI to erect ‘building blocks’ for finfluencers (Rediff)
RBI tells 2 Banks to stop issuing co-branded credit cards (BS)
EV euphoria is dead (CNBC)
What’s behind the Bitcoin price surge? (Wired)
Financial Nihilism (Epsilon Theory)
Curation (Seth Godin)
Some stuff I am reading today morning:
US markets hit new record highs (Yahoo Finance)
SEBI & RBI act to control bull market excesses (Money Life)
India’s newest airline Fly91 takes off (Fortune)
SBI submits Electoral Bonds data to EC (NDTV Profit)
BAT to sell 3.5% ITC stake for Rs. 16,775 Cr (MC)
Adani Cements expects to more than double sales by FY27 (FE)
What PhonePe did differently from Paytm (Rediff)
Bitcoin is minting 1,500 millionaires a day (HT)
Thoughts on the Crypto rally (Of $ & Data)
India Insights (India Quotient)
Some stuff I am reading today morning:
SEBI sees signs of manipulation in SME listings (BS)
Crash in shares linked to Dubai Operator Hari Tibrewala (Money Life)
Market Gossip & Tales (BW)
Rakesh Gangwal sells Rs 6,785 Cr of Indigo shares (Rediff)
SC pulls up SBI (NDTV Profit)
Post Office Savings Schemes Rates Apr-June 2024 (Basu Nivesh)
Business of winding down startups is booming (Pitch Book)
Value investing remains attractive (Cliff Asness)
Nobody wants to own commodities but insiders (Felder Report)
Well above Neutral (The Transcript)
Some stuff I am reading today morning:
Realty bookings set to cross Rs 1 Trillion (FE)
India-EFTA FTA a reality (BS)
Biofuels Market Booms (Oil Price)
HDFC Bank’s merger pangs (Fortune)
Interview with Vineet Arora (BT)
Stock Analysis: Linde India (Dr Vijay Malik)
Thread: Common Qs related to India’s growth (Sanjeev Sanyal)
On Ben Graham’s ‘Unpopular Large Caps’ strategy (BHI)
Explosive demand for power in America (Climateer)
The ultimate edge in investing (Microcap Club)
Some stuff I am reading today morning:
India will be world’s 3rd largest economy by 2031 (Fortune)
India trying to reduce $ dependency in oil trade (Oil Price)
Testimony by Chair Powell to US Congress (FED)
Govt to sell 7% stake in NLC India (MC)
M&M Promoters to sell stake (NDTV Profit)
Company: Course5 (BI)
Interview with David Snyderman (Big Picture)
What does a healthy correction look like? (Common Sense)
1 Trillion $ in 100 days (DR)
Egypt hikes interest rates to 27.25% (CNBC)