Some stuff I am reading today morning:
Historic pivot by Bank of Japan (CNBC)
RBI forecasts 8% growth (FE)
Smallcap Funds sit over 15,000 Cr of dry powder (Rediff)
SC summons Baba Ramdev for contempt of court (Money Life)
Zomato faces backlash over ‘Pure Veg’ fleet (HT)
Company: Borosil Renewables (NDTV Profit)
Startup: Groww (Forbes)
Explained: India Semiconductor Mission (BT)
Interview with Ramesh Damani (MC)
2024 is the Year of Humanoid Robot (The Street)
Some stuff I am reading today morning:
Tata Sons to sell 2.34 Cr shares of TCS (BT)
SEBI’s trial run of T+0 settlement (BS)
India rate cuts unlikely before June 2024 (FE)
Blu Smart to add 4000 Citroen EVs (Fortune)
HDFC Bank’s Arvind Kapil joins Poonawalla (NDTV Profit)
Bitcoin price can cross $150,000 in 6 months (The Street)
How did investors miss Byju’s red flags? (Rediff)
Notes on the Market (Prabhakar Kudva)
Diversified Portfolio > Concentrated Portfolio (Value Investing)
5 Reasons to ignore Magazine Cover Commentary (Josh Brown)
Some stuff I am reading today morning:
Adani to invest $14 Billion in Group Cos (NDTV Profit)
Closure report in rape case against Sajjan Jindal (BT)
Stock meltdown luring dip buyers (BS)
Mumbai home prices may fall (MC)
EV makers lukewarm to new subsidy scheme (Rediff)
How rooftop solar scheme will boost capacity addition (FE)
Stock Talk: Oracle Financial Services (Proinvest Nirmiti)
Electoral Bonds: Possible Quid Pro Quo (Money Life)
Interview with Juan Carlos Artigas (The Market)
On Conviction (Green Lea Lane Capital)
Some stuff I am reading today morning:
Petrol, Diesel prices cut by Rs. 2 across India (FE)
Electoral Bond Data: Top Donors (NDTV Profit)
Paytm to become third party UPI app (HT)
Fake financial gurus and risky bets (Money Life)
Markets still expect FED rate cut in June (Capital Spectator)
How to know when the FED will cut (Big Picture)
Pricing Vs True Value (Aswath Damodaran)
Interview with Ben Sun, Seed Investor (Generalist)
Battery recycling firm Lohum hits $500 M in valuations (ET)
12 years of early retirement (RetireBy40)
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)