Some stuff I am reading today morning:
Bank Nifty Expiry back on Thursday (BSE)
Tata Tech gears up for IPO (MC)
Gujarat’s MSMEs reel under loss of demand (Forbes)
Prosus slashes valuations of Byju’s by 75% (BW)
Regulatory woes hit e-pharma sector (Rediff)
Sanjiv Mehta signs off from HUL (FE)
How to report foreign stocks in income tax returns (Mint)
New Asset Class: Senior Living (BI)
Commodities Diversification: Is it worthwhile? (Monevator)
Reality as reassurance (Seth Godin)
Some stuff I am reading today morning:
7 cos have IPOs this week (Fortune)
IPO Watch: ideaForge (Arun Kejriwal)
IPO Watch: Cyient DLM (MC)
Tax Evasion at Shree Cements (Money Life)
Why Amazon,Google raised their India bets (Rediff)
Company: Siegwerk India (BI)
Have debt , won’t pay (Bala)
AI’s winners, losers and wannabes (Aswath Damodaran)
Do private investments belong in a diversified portfolio? (Morningstar)
Malthus and the misallocation of Capital (The Market)
Some stuff I am reading today morning:
India poses serious threat to Middle East aviation hubs (SCMP)
Google investing $ 10 Billion in India’s digitisation fund (Rediff)
IPO Watch: ideaForge (MC)
Company Watch: VA Tech Wabag (BI)
Sector Watch : Micro Finance (FE)
On investment firms, brand & reputation (Anand Sridharan)
Markets will pivot (TRB)
What can the CIA teach investors? (BI)
How Returns happen (Fortunes & Frictions)
Munger on AI (CNBC)
Some stuff I am reading today morning:
10 key takeaways from Biden-Modi meet (MC)
Why GE’s deal with HAL is a game changer (Forbes)
Byju’s auditor Deloitte quits (Fortune)
Infosys to make 6x on ideaForge listing (BT)
Bribes for jobs scam uncovered in TCS (BS)
Stock Analysis: Rushil Decor (Dr Vijay Malik)
Interview with George Magnus (The Market)
US allocators grapple with the risks of investing in China (II)
Seed stage funding trends 2023 (Crunchbase)
Top Takeaways from Oaktree’s Quarterly Letters (Howard Marks)
Some stuff I am reading today morning:
TCS bags $ 1Billion deal (MC)
Powell expects more Fed rate hikes (CNBC)
Why Indian startups are coming undone (Forbes)
How to put Indian agriculture back on growth path (Fortune)
What role should cash play in your portfolio (Morningstar)
Indexing is well understood (Big Picture)
The changing face of American Capitalism (Jeremy Grantham)
Stock Talk: Coinbase (Yet Another Value)
Why you believe the things you do (Morgan Housel)
Project Management (Seth Godin)