Some stuff I am reading today morning:
India shines as Investment Draw at China’s expense (CIO)
28% GST on online gaming stays (Rediff)
Govt recognises 98,119 entities as startups (BS)
FAME scheme may get subsumed into PLI (FE)
On M&M’s investment in RBL Bank (Forbes)
Byju’s was a slow train wreck (Money Life)
Sector Watch: Chemicals (Fortune)
Cash is no longer Trash (Morningstar)
Stocks don’t like August (Carson)
Uncle Sam: Deadbeat (Daily Reckoning)
Some stuff I am reading today morning:
Fitch downgrades US long term rating (CNBC)
Tax Filing for AY24 touches all time high (BS)
Can Jio Financial disrupt the Mutual Fund business? (Money Life)
Vanguard marks down Ola by 50% (MC)
Tiger Global’s bets in India (Forbes)
Company: Eveready (FE)
Startup: Statiq (BI)
Yes, its a bubble (Daily Reckoning)
7 things I don’t own in my portfolio (Morningstar)
The greatest investment quotes (Of $ and Data)
Some stuff I am reading today morning:
Markets see flooding of a different kind (BI)
Taxation on online gaming to become more explicit (MC)
AI could affect many jobs (CNBC)
Maruti Suzuki to acquire Suzuki Motor Gujarat (BS)
AR summary: Amara Raja Batteries (Intelsense)
Startup: FreshMenu (FE)
How to find great businesses (Li Lu)
Doubling down on Meta (YAVB)
What wealth can’t buy (Morningstar)
Everything is Cyclical (Morgan Housel)
Some stuff I am reading today morning:
RBI likely to maintain status quo on interest rates (MC)
Nykaa faces uphill Beauty Battle (Inc 42)
On L&T’s buyback (Forbes)
BSE’s derivatives journey sees speed bumps (Rediff)
NTPC hits over a decade high (BS)
Interview with Prashant Jain (Morningstar)
Business Analysis of Jewelry retailers (Dr Vijay Malik)
Company: Steelbird (BI)
Cash as the best insurance asset (Discipline Funds)
BoJ: Owner of the last resort (Validus)
Some stuff I am reading today morning:
India to be world’s third largest economy by FY28 (Fortune)
India-US bilateral trade to touch $300 Billion (BW)
US Economy continues to rip (The Street)
ITC CEO on hotels demerger (MC)
Can Adani succeed at Dharavi redevelopment? (Forbes)
Company Watch: Astec Life Sciences (BI)
IPO Watch: Yatharth Hospital (Arun Kejriwal)
Sector Watch: Jewellery Stocks (Rediff)
Semiconductor shortage has turned into a Semiconductor glut (CNBC)
When the Log Rolls Over (Praetorian Capital)