Some stuff I am reading today morning:
India is now the largest producer & consumer of sugar (BT)
Dip in external demand hits exports (Rediff)
‘Offer for Sale’ mechanism to get mega boost (BS)
Why is Mukesh Ambani batting for a stronger BSNL? (BW)
Havells’ fiery risk taker (Fortune)
Company: Gyan Dairy (Forbes)
Company: Senco Gold (BI)
The Witch of October is here (CFA Institute)
Political Risk & why we don’t invest in China (Massif)
Aave: The Crypto Conglomerate (The Generalist)
Wishing readers a very Happy Dussehra
Some stuff I am reading today morning:
Govt approves 26,000 Cr to install 25,000 mobile towers (FE)
How Bank of England threw markets a lifeline (Reuters)
Why Indian Bond Investors are laughing all the way to the bank (Forbes)
Elon Musk to proceed with Twitter acquisition (Rediff)
Stock Talk: Alkyl Amines (Fortune)
Thread: The Grand Lies of Gland Pharma (Beat The Street)
Interview with Mark Schneider, Nestle CEO (The Market)
2 Big Mistakes you make by being a cheapskate (Mohnish Pabrai)
Investors should always ‘average in’ on whats unloved (Rob Arnott)
Softbank: Twilight of an Empire (The Generalist)
Some stuff I am reading today morning:
Record FPI pullout from Indian markets (Fortune)
Credit Suisse and the spectre of instability (MC)
On the $1.2 Trillion PM Gati Shakti Plan (BS)
Rewriting the Yes Bank story (Forbes)
Thread: Electric Ride Hailing Startup Blu Smart (Fin Floww)
Stock Talk: Kamdhenu Ltd (Maniac Markets)
Thread: Low margins, High returns businesses (Ganesh S Nagarsekar)
How to do Business Analysis of Wind Power plants (Dr Vijay Malik)
How Germany’s industrial giants are preparing for Winter (Yahoo)
This is another great moment to buy stocks (Bill Ackman)
Some stuff I am reading today morning:
SME IPOs catch investors’ fancy (Rediff)
Tulsi Tanti: The Wind Whisperer (MC)
Crypto Exchange WazirX fires 40% of staff (BS)
Stock Talk: Muthoot Finance (FE)
Bollywood is not dead, but decaying (The Print)
Thread: Return on Time (HF Reflections)
Thread: Why was Bank of England forced to intervene? (Macro Alf)
Thread: US Monetary Policy easing on its way (Cathie Wood)
Bonds of Mass Destruction (Last Bear Standing)
Interview with US Bond Giant TCW (The Market)
Some stuff I am reading today morning:
All eyes on RBI MPC meet today (DC)
ONDC to be open for public in Bengaluru from today (BT)
Indian Army to acquire 12 Drone Swarms (BW)
Recyling Startup Lohum gets $200 Million order from Glencore (ET)
Latest Post Office Interest Rates (Basu Nivesh)
Company: Go Colors (Forbes)
Interview with Stanley Druckenmiller (CNBC)
Interview with Bill Gurley (McKinsey)
Interview with Benedict Evans (The Market)
Inflation, Interest Rates & Stock Markets (Aswath Damodaran)