Some stuff I am reading today morning:
China’s economy is under strain due to Covid (BS)
Indian EV makers nervous over Covid surge in China (FE)
The curious case of the Paytm buyback (Forbes)
The curious case of FACT (Nooresh)
Interview with Vinit Sambre (Morningstar)
Qualities of a true FMCG business (Surge Capital)
Interview with Louis-Vincent Gave (The Market)
5 Behavioral Tricks for Long Term Investors (Validea)
Things that won’t happen in 2023 (TS Lombard)
Winds of Change (Felder Report)
Some stuff I am reading today morning:
Wall Street tumbles (MC)
Govt reviews Covid situation (Fortune)
India launches 24 Big Ticket military procurement programs (BW)
IPL brand value doubles to $8.4 Billion (BS)
SEBI penalises in Deepak Fertilizers insider trading case (FE)
What ails India’s financial sector (M Damodaran)
The increasing grandeur of Indian weddings (Forbes)
The six stages of asset bubbles (CFA Institute)
Interview with Alan Blinder (The Market)
Porsche & the decline of the German stock market (FT)
Some stuff I am reading today morning:
KPMG India fined by US regulators (Money Life)
RBI Governor Das warns about cryptos (Fortune)
Minutes of the MPC Meet Dec 5-7, 2022 (RBI)
On the delisting of DFM Foods (MC)
Torrent wins race to win Reliance Capital (BS)
PVR-INOX merger on track (BT)
Transitioning to an era of shortages (The Market)
What is happening in Japan? (Macro Compass)
Remember WeWork? (Climateer)
SEC Vs Social Media Influencers (Of $ & Data)
Some stuff I am reading today morning :
SEBI to phase out open market buybacks ( BS )
17 Cars will not be able to run from April 2023 ( India Today)
India on new Covid alert ( FE )
Thread : Covid Crisis in China ( Eric Feigi-Ding )
Thread : On BoJ’s change of policy ( Jim Bianco )
On bad loans of PSU Banks ( Money Life)
Interview with Siddhartha Bhaiya (BT)
Startup : Koo ( Forbes )
How probabilities can work in your favour ( Onveston Letter )
Are great investors lazy? ( Neckar )
Some stuff I am reading today morning:
Defence, aerospace exports to treble in 5 years (BS)
Dabur India promoters to sell stake today (MC)
IPO: KFIN Tech (Arun Kejriwal)
Sector : Sugar (Fortune)
Stock Analysis: Godfrey Phillips (Dr Vijay Malik)
Startup: Bombay Shaving Company (Forbes)
Letter to Customers (Zerodha)
Crypto’s Crash reinforces old lessons (Morningstar)
Not another 2023 outlook (Real Returns)
Research: Capital Allocation (Michael Mauboussin)