Some stuff I am reading today morning:
Middle East war could widen (Arab News)
FPIs take out 9,800 Cr in Oct (FE)
Beyond the Bond Market’s message (Money Life)
Adani to invest 20,000 Cr in ports business (BS)
Thread: Advantage Adani Coal Investigation (Shreegireesh Jalihal)
Hi-Green Carbon: Pollution Allegations (Mongabay)
Europe bets big on Wind (Oil Price)
Interview with Marc Chandler (The Market)
Investing in Inflections (YAVB)
A few laws of getting rich (Morgan Housel)
Some stuff I am reading today morning:
Another step towards International War (Ray Dalio)
Why do MNCs fail in India? (Forbes)
India’s industrial production rises to 14 month high (Rediff)
Infosys headcount shrinks (MC)
Delhi Metro to use Paytm for ticketing (FE)
Company: KPR Mills (Fortune)
US EV sales hits record high (Yahoo)
US VC funding hits multi-year lows (Venture Beat)
Getting it right the first time (Seth Godin)
The worst outcome is a mediocre success (Pivotal)
Some stuff I am reading today morning:
TCS Q2 performance impresses (MC)
IPO pipeline continues to be robust (FE)
Global steel prices under pressure (Oil Price)
Charging up Mahindra (Fortune)
Company: Igarashi Motors (Uncommon Profits)
Thread: New Jaisa Technologies (Caprize)
DII flows changing market dynamics (Monarch AIF)
Why high growth may lead to poor outcomes (Morningstar)
Optimism and the Stockdale paradox (2Point2Capital)
Letter to investors (Bill Nygren)
Some stuff I am reading today morning:
Why are FIIs fleeing Indian stocks (Forbes)
India’s space economy to touch $44 Billion (MC)
Adani group to refinance $4.5 Billion in debt this month (FE)
ED arrests four Vivo officials (BW)
The Thalaiva at Murugappa Group (Fortune)
Paul Tudor Jones on the markets (The Street)
The challenge of shorting equities (Big Picture)
The paradox of past performance (BI)
A reminder of what’s important (Irrelevant Investor)
Avoid stress to become a better investor (Klement)
Some stuff I am reading today morning:
Vodafone India warns of existential threat (MC)
On MCX Tech Transition (BW)
Sector: Paints (Rediff)
Company: Laurus Labs (Fortune)
Startup: Cradlewise (Forbes)
Interview with Anish Tawakley (Morningstar)
The art of reinvesting (Proinvest Nirmiti)
Aim for the middle (Humble $)
Patience in Investing (Validea)
5 Common Client Concerns (CFA Institute)