Some stuff I am reading today morning:
Silver price hits record 1.04 Lakh/kg ( DH )
RBI MPC coming up ( MC )
Trump – Musk fight costs Tesla $ 158 Billion ( CNBC)
On Tatas-Rafale deal ( Forbes )
Flipkart gets lending licence ( Rediff )
Red flags at Balu Forge Ltd ( Manojeet Das )
Stock Talk : JM Financial ( Green Edge )
Company : Aequs ( BI )
Amazon is testing humanoid robots ( The Street)
What’s currently working in investing ( Cliff Asness )
Some stuff I am reading today morning:
RBI is likely to cut by 25 bps (Rediff)
SEBI clears air on IPO delays (BS)
IPOs of 1.4 Lakh Cr in pipeline (FE)
China’s rare earth export curbs hit the auto industry (Reuters)
China-US trade deal impasse (Yahoo)
Census to begin on 01 March, 2027 (MC)
India’s Green Hydrogen bet (OP)
Mutual Fund Asset Class Returns (Ramakrishna Vadlamudi)
Bitcoin is up because its up (Humble $)
India halts tours to Turkey, Azerbaijan (BW)
Some stuff I am reading today morning:
Nvidia again world’s most valuable co ( CNBC )
Adani mulls entering airport ground services ( DH )
Gensol, Blu Smart face insolvency heat ( BS )
Can China block Brahmaputra? ( MC )
Company : Paras Defence ( BW )
Startups must move away from vanity metrics ( Forbes )
Flexible Investment Tactics ( BHI )
Lessons from a decade of investing ( Anand Shah )
When to Buy? ( Kiran D )
How investors can close the Behaviour Gap ( BI )
Some stuff I am reading today morning:
Algos dominate Indian Equities, F&O (MC)
Adani rubbishes WSJ allegations (BSE)
RBI’s $73 Billion short book (DH)
Unprecedented losses in Japanese bond markets (Kobeissi)
Jamie Dimon sees risks in US bond markets (The Street)
Maruti flags steep decline in budget car sales (BT)
Commodity: Lithium (Katusa)
Narratives Based Investing (Climateer)
How much should Elon Musk get paid? (HT)
The consumer AI revolution (Collab Fund)
Some stuff I am reading today morning:
Ukraine launches major drone attack against Russia (Guardian)
Message from Ukraine (Zelenskyy)
RBI to deliver 25 bps rate cut on Friday (BS)
The comeback of Anil Ambani (BW)
SEBI’s 10 Lakh Minimum Investment Rule (Fortune)
Takeaways from Earnings Call Q4 FY25 (Zerodha)
Inside Chris Hohn’s TCI (Thematic Edge)
Salaried employees can choose between ITR-1 & ITR-2 (MC)
7 attributes of the Millionaire next door (CS)
Generational Wealth Vs Enough (WCI)