Some stuff I am reading today morning:
Fed holds off on rate hike (CNBC)
NSE 500 cos clock record profits (Fortune)
Bain Capital to sell Axis Bank stake upto $267 Million (MC)
Firms let IPO nods lapse (Rediff)
Race for MG Motor India stake heats up (BS)
Decoding L&T’s Defence blueprint (Forbes)
Company: Writer Information Management Services (BI)
The mysterious Rajesh Exports (Money Life)
This is why you stay the course (Ben Carlson)
Your stock will go down after you buy (Joel Greenblatt)
Some stuff I am reading today morning:
El Nino biggest immediate risk to markets ( Rediff )
Adani in talks for major debt refinancing ( FE )
HDFC merger to be completed by 20 July ( BS )
Stock Talk : Kennametal ( BI )
Why are Mutual Funds buying Mankind Pharma ( MC )
Company : Tata Advanced Systems ( Forbes )
6,500 HNIs set to flee India in 2023 ( Fortune )
Beauticians Vs Urban Company ( Inc 42 )
VCs remain confident of alternative protein cos ( Tech Crunch )
Compounding Optimism ( Morgan Housel )
Some stuff I am reading today morning:
Retail Inflation hits 2 year low (BW)
India’s GDP reached $3.75 Trillion (Fortune)
Gujarat braces for cyclone ‘Biparjoy’ (BS)
SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)
Stock Talk: Hindustan Aeronautics (Forbes)
Interview with Abhisar Jain (ET)
Will Tatas steal the semiconductor show? (BI)
The day the Treasury topped (TRB)
The 8 Fundamental Investing Mindsets (Portfolio Charts)
The great $ paradox (DR)
Some stuff I am reading today morning:
Peak power demand touches new high (FE)
Sequioa Capital to sell entire 10% stake in Go Fashion (BT)
What’s behind India’s milk crisis? (Fortune)
Bank: Capital Small Finance Bank (BI)
Interview with Kenneth Andrade (MC)
Stock markets back in Fantasyland (Herb Greenberg)
75 D2C Brands that are disrupting India’s consumer market (Inc42)
Whisky & Oranges & Coinbase (Net Interest)
Crypto Inc is illegal now (Axios)
Wealth: 5 Formulas & a Receipe (Sapient Capital)
Some stuff I am reading today morning:
RBI signals long pause (FE)
Guidelines on Default Loss Guarantee in Digital Lending (RBI)
Corporate earnings growth to drive next leg of market rally (Rediff)
DS Group & its sugar coated FMCG gambit (Forbes)
The rise & rise of Indian Art (Fortune)
Startup: Medulance (BI)
Elon Musk has a blunt message for Nvidia (TS)
Sentimental cycles created by institutional investors (Klement)
Why AI will save the world (Marc Andreesen)
ROIC & the investment world (Michael Mauboussin)