Some stuff I am reading today morning:
UPI launched in Sri Lanka, Mauritius (Money Life)
Tower Semiconductor in India (BT)
Hong Kong is over (FT)
MSCI February Review (NDTV Profit)
Theme: PSU Stocks (MC)
Stock Talk: Eveready (BI)
Bitcoin back to $50,000 (HT)
Can ChatGPT improve your stock picks? (AA)
The hidden dangers of malinvestment (AM)
Annual Investor Presentation (Pershing Square)
Some stuff I am reading today morning:
Centre examining China FDI in Paytm (BT)
Xiaomi protests India’s scrutiny of Chinese cos (BS)
Interview with Anil Singhvi (Forbes)
Growing unemployment in India (Fortune)
A deep dive into Paytm (MC)
Company: Ujjivan Bank (BI)
On the Magnificient Seven (Aswath Damodaran)
Why realistic return expectations matter (MF Guy)
Lessons from Ed Thorp (Moon Tower)
Just focus on the fundamentals (Albert Bridge Capital)
Some stuff I am reading today morning:
RBI Governor’s statement on monetary policy (RBI)
RBI on the Paytm crisis (FE)
SEBI action on experts coming on Zee Business Channel (SEBI)
Interview with Gunavanth Vaid (MC)
The mystery behind NSE phone tapping case (BW)
Why medical devises firms seek lifelines (Fortune)
White Paper on the Indian Economy (GOI)
Company: SpiceJet (Forbes)
Fairfax: The GE of Canada (Muddy Waters)
Interview with Tom Hancock (Big Picture)
Some stuff I am reading today morning:
RBI Monetary Policy announcement today (HT)
Satya Nadella on AI (BT)
IPO: Capital Small Finance Bank (FE)
Kinetic relaunches iconic Luna (BS)
Wind Power Giants warn of challenging year (Oil Price)
Interview with ChryCapital’s Kshitij Sheth (Inc 42)
Interview with Jeremy Schwartz (Big Picture)
Why you’re better off not borrowing (MSN)
Managing wealth isn’t easy (Tony Isola)
3 key investing strategies for turbulent times (John Rogers)
Some stuff I am reading today morning:
Sectors that saw the biggest Foreign outflows in Jan (NDTV Profit)
Fresh details of India-China skirmishes on Ladakh Border (Wire)
China’s tools for propping up its stock market (CNBC)
China regulator announces more curbs on short selling (MC)
Ola’s valuations slashed to $1.88 Billion (Rediff)
Top realtors go on land buying spree (FE)
Just keep buying (Jago Investor)
What type of investor are you? (BI)
S&P addiction (Investment Talk)
Letter to Investors (Greenhaven Road Capital)