Tag: linkfest

Some stuff I am reading today morning:

Inox India listing today (MC)

2024 to see India’s green hydrogen plans take off (Fortune)

Passive funds tracking Nifty indices see 53% CAGR growth (BT)

Pakistan’s stock markets crash on Dawood news (BW)

Why RBI frequently intervenes in forex market (Rediff)

Russia’s oil exports to India & China surge (Oil Price)

Go First acquisition soon (FE)

India tech startup funding in 2023 (Forbes)

Interview with Christine Benz (Morningstar)

The revenge of the Ottoman Empire (Gavekal)

Some stuff I am reading today morning:

Blackstone plans $833 Million exit from Embassy REIT (MC)

100 critical mineral blocks to be auctioned by Feb 2024 (BS)

India’s inbound remittances rise to $125 Billion (Fortune)

Fund Managers find comfort in large caps (Rediff)

Stock Talk: Black Box (FE)

The Temptation of Factor Timing (Alpha Architect)

Buffett: Different kinds of businesses (AM)

Money for Nothing (Daily Reckoning)

Selling Vs Doing (Nick Maggiulli)

18 rules for ageing well (Morningstar)

Some stuff I am reading today morning:

RBI gives nod to IDFC-IDFC First Bank Merger (NDTV Profit)

Share of Natural Gas in energy mix to rise to 15% (GoI)

Man Infra to build India’s tallest building (MC)

Indigo becomes first Indian airline to carry 100 Mn pax in a year (BS)

Few takers for IPOs of new age Tech cos (Forbes)

Houthi attacks in Red Sea threaten global supply chains (CNBC)

Stock Analysis: Websol Energy Systems (Dr Vijay Malik)

Next 2 decades will see fastest transformation in India’s history (Arvind Panagariya)

Are you in a race to measure your daily NAV? (Bala)

What keeps me awake at night (Thierry Borgeat)

Some stuff I am reading today morning:

First listing today on NSE Social Stock Exchange (MC)

What FED is expected to do today (CNBC)

Digital transactions up 45% in FY24 (Fortune)

Corporate Sleaze: Bartronics India (Money Life)

CRED’s year of vindication (Inc42)

Case Study on MSTC (Fundoo Professor)

Startup: CABT Logistics (Forbes)

Interview with Joel Tillinghast, Fidelity (Big Picture)

Tidal waves in Venture Capital (East Wind)

Why do people forecast the markets? (BI)

Some stuff I am reading today morning:

Rajiv Jain-led GQG’s $10 Billion India bet (BS)

Adani Group EBITDA crosses 43,000 Cr (BT)

Wipro’s senior leadership crisis deepens (Fortune)

Blu Smart optimistic of scaling up EV fleet (FE)

2023 was a good year for most asset classes (Capital Spectator)

Stock Talk: Cubex Tubings Ltd (Weekly Watch)

Startup: Biryani By Kilo (Forbes)

Interview with Howard Marks (Oaktree)

Key Person(s) Valuation (Aswath Damodaran)

China’s Xi goes full Stalin with purge (Politico)