Some stuff I am reading today morning :
RBI starts MPC meet ( Rediff )
10 Year GSec touches 7.5% ( BS )
Natural Gas hits 13 year high ( Oil Price )
India to increase Russian oil imports ( MC )
Adani’s Green Avatar ( Fortune )
Never wait for the market to get cheaper ( Howard Marks )
Its time for tax loss selling ( Morningstar )
Short Term Momentum ( Larry Swedroe )
Ostentatious Stupidity ( Daily Reckoning )
Russia to service external debt in Roubles ( CNBC )
Some stuff I am reading today morning:
Rupee to head lower (BS)
India turns 10% of its petrol green (FE)
Thread: India decoupling story 2007-08 (Akshay Badjate)
Unicornish to English Translator (Anand Sridharan)
Thread: On position sizing (Ganesh Nagarsekar)
Stock Talk: Glenmark Life Sciences (Dolly)
Alternatives to debt investments (MC)
Popular Delusions (Calderwood Capital)
Crash, then Boom (Dylan Grice)
2022 Analyst Day Transcript (JP Morgan)
Some stuff I am reading today morning:
OPEC considers extra large hike in production (Oil Price)
Ultratech Cement announces major capex plans (Fortune)
IIM A launches Agri Land Price Index (BT)
India’s unusual wheat diplomacy (BW)
Inflation in Tomatoes (MC)
Inflation: Was RBI caught napping (T N Ninan)
Govt to stop restaurants from issuing service charge (BS)
Sector Watch: Paints (Forbes)
The bright side for investors (Daily Reckoning)
Is US Big Tech stocks following China Big Tech stocks? (Zero Hedge)
Some stuff I am reading today morning:
India is the biggest winner in new energy trade map (MSN)
Automakers see robust sales (Rediff)
Economic Hurricane is coming (Jamie Dimon)
Adani Group shares take a beating after MSCI rejig (BS)
Company : L&T Technology Services (BI)
Company: EKI Energy (Forbes)
Diageo breaks the Unity of United Spirits (Big Investor)
Say No to the PE ratio (Sid Choraria)
The case for mad money (Rational Walk)
Different kinds of BS (Morgan Housel)
Some stuff I am reading today morning:
Govt clears entire GST dues (BT)
States seek legal views before GST meet (Rediff)
Oil hits $124 (Fortune)
Where are Oil Prices headed? (Oil Price)
India gets second chance to pivot to Indo-Pacific (CNBC)
Company: Eveready (BI)
Stock Talk: PG Electroplast (BS)
Stock Analysis: Sharda Cropchem (Dr Vijay Malik)
Rallies to the bottom (Nick Maggiulli)
Jack Welch’s questionable legacy (Axios)