Some stuff I am reading today morning:
On India’s loss (Rahul Dravid)
India to have 1900 GCCs by 2025 (Fortune)
Western cos are pulling Billions of $ out of China (BBC)
AI: The Coming Revolution (Coatue)
The death of smallcap Equities (Verdad)
9 income sources of Salman Khan (FE)
Clearing the air around FIRE (Morningstar)
The best time to diversify (Charlie Bilello)
Survival of the fittest mind (Ed Thorp)
Some stuff I am reading today morning:
RBI tightens norms for Consumer Credit (RBI)
Softbank to sell $150 Million of Delhivery stock (MC)
Global investors look towards India (Morningstar)
Company: Alkem Labs (Forbes)
Stock Talk: Welspun Corp (BS)
Sector: Defence Stocks (FE)
Rise & Fall of Subrata Roy (Rediff)
Interview with Nilesh Shah (BT)
On fund manager selection (Investment Ecosystem)
Blockchains as platforms (Not Boring)
Some stuff I am reading today morning:
India, US, 12 other countries sign IPEF pact (Rediff)
ONGC plans to invest 1 Lakh Crore (MC)
RBI orders Bajaj Finance to stop disbursing some loans (Fortune)
Tata Technologies shares ‘suspended’ in unlisted market (BT)
AIF investors in a bind over demat conversion (BS)
Technicals: Its all about Heavies underperformance (Nooresh)
Startup: Cashify (FE)
Investing Behavioral Hacks (Big Picture)
Europe’s economic problems are far bigger (Reuters)
Why investors are not excited about China (Morningstar)
Some stuff I am reading today morning:
MSCI recast today (MC)
Centre to begin auction of 20 critical minerals (FE)
Thread: US Inflation is receding (Justin Wolfers)
UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)
Stock Talk: Adani Wilmar (BT)
Thread: Electrosteel Castings (Raghav Wadhwa)
Interview with deep value investor Rich Pzena (Ioandc)
Spotlight: Indian Whiskey (Forbes)
Diversification is not a ‘free lunch’ (BI)
Tech is going to get much bigger (Not Boring)
Wishing readers a Happy New Year !
Some stuff I am reading today morning:
Tata Technologies to go public (MC)
Dabur Burmans accused in Mahadev betting case (BT)
India’s retail inflation drops to 4.7% in Oct (Fortune)
Sector: EV Battery Recycling (Down to Earth)
Thread: Trading strategies on Zerodha (Aamodh)
Thread: The importance of ROIC (Kevin)
The rise of luxury homestays in India (Forbes)
A closer look at Chinese solar industry (Hosking Partners)
Annus Horribilis for Startups (The Information)
Discount rates in Venture Backed startups (Reaction Wheel)