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)
Some stuff I am reading today morning:
Moody’s cuts US outlook to negative (CNBC)
FPIs selling spree continues (BS)
Future Retail heads for liquidation (Rediff)
Stock Talk: Tata Power (FE)
Thread: 3 Diwali Pick ideas (Caprize Investments)
‘Minimum Guarantee’ of Rajinikanth films (BT)
Interview with Seth Klarman (II)
10 predictions for the coming decades (Vinod Khosla)
Competitive advantage and capital allocation (Dorsey)
Has Xi Jinping bankrupted China? (Unherd)
Some stuff I am reading today morning:
Dhanteras gold demand likely to remain robust (Rediff)
Small Cap funds again in the limelight (BT)
Current smallcap valuations are ‘crazy’ (Nilesh Shah)
Speech by FED Chairman Powell (FED)
Developing Countries own China $1.1 Trillion (CNN)
Buffett privately traded in stocks that Berkshire was buying (Pro Publica)
Pidilite to launch lending business (FE)
Company: Burjeel Holdings (Forbes)
Crypto: Ethereum > 2000 $ (Decrypt)
Crazy culture of world’s largest hedge fund Bridgewater (NYMag)
Some stuff I am reading today morning:
Adani Ports gets $553 Million funding from US Govt Fund (BS)
India saves $ 2.7 Billion by buying Russian oil (BW)
Chinese chokehold over eBus market (Fortune)
Tata Motors’ EV plans get a big JLR push (Forbes)
Jet Airways: Bankruptcy or Fraud? (Money Life)
Maharashtra Govt to acquire iconic Air India building (Rediff)
Stock Talk: HDFC Bank (MC)
WeWork cost Masayoshi Son $11.5 Billion (MSN)
Historical Trends of Diwali Samvat Trading (FE)
The OpenAI Keynote (Stratechery)