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Linkfest: 09 January, 2024

Some stuff I am reading today morning:

India’s Marketcap to GDP ratio is at all time high (BT)

MF Industry’s AUM crosses 50 Lakh Crores (Fortune)

Bloomberg indices may include India Gilts (FE)

Sony planning to call off merger with Zee (NDTV Profit)

Tatas to list Tata Autocomp Systems (MC)

Indigo hikes air fares (BS)

Aging fleet challenges Green Shipping aspirations (Oil Price)

Startup: InsuranceDekho (Forbes)

Reasons to be Bullish/Bearish in 2024 (Big Picture)

Risks of wider war in Middle East increases (Arab News)

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Linkfest: 08 January, 2024

Some stuff I am reading today morning:

Gautam Adani is again Asia’s richest person (CNBC)

FPI’s continue their buying spree in Jan (Rediff)

VinFast to invest $500 Million in India (Fortune)

Whistleblower complains about BSE (BW)

How BluSmart is disrupting the cab-hailing business (BT)

Company: RITES Ltd (Fundoo Professor)

Startup: Mad Over Donuts (Forbes)

What we are seeing (Abakkus)

In Court: Naresh Goyal (NDTV Profit)

Active Patience (MicroCap Club)

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Linkfest: 05 January, 2024

Some stuff I am reading today morning:

Nifty Realty Index hits life time highs (Fortune)

26,400 Cr on the cards for FAME III (Rediff)

4,000 Cr rights issue from Grasim Industries (NDTV Profit)

Nestle India stock split to make shares more affordable (HT)

AMFI announces new categorisation list(MC)

Stock Talk: Alibaba (CNBC)

On fractional real estate (FE)

Red Flag Alert (Herb Greenberg)

How China prevented a run on the Yuan (Reuters)

2024: The year AI gets a better body (Generalist)

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Linkfest: 04 January, 2024

Some stuff I am reading today morning:

Supreme Court gives clean chit to Adani group (NDTV Profit)

Adani shares surge post SC verdict (BW)

Minutes of the FED Dec meeting (FRB)

Red Sea crisis boosts shipping costs (CNBC)

Petronet to extend LNG deal with Qatar (Oil Price)

Stock Talk: Bharat Forge (Rediff)

Lean against the Wind (Humble $)

On Contrarian Investing (Big Picture)

The strangest hustle on Wall Street (WSJ)

Buffett’s longer term slump (Forbes)

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Linkfest: 03 January, 2024

Some stuff I am reading today morning:

SC to pronounce verdict on Adani today (BT)

Truck drivers’ strike called off (MC)

FMCG firms get flurry of tax notices (FE)

Middle East crisis intensifies (Guardian)

Maersk pauses shipping in Red Sea (CNBC)

The Consensus Bullish Forecast (Money Life)

Interview with SBI Chairman Dinesh Khara (Rediff)

Company: Man Infraconstruction (NDTV Profit)

Startup: Eblu (Forbes)

Active Vs Passive learning (Morgan Housel)