Some stuff I am reading today morning:
Infosys ADR plunges 8% on NYSE (BT)
Govt kicks off Direct Tax Code revision (FE)
China dumping APIs in India (Fortune)
Expensive India lures investors away from China (Bloomberg)
China is peeved with Elon Musk’s pivot to India (MC)
America’s debt, World’s problem (CNN)
Market Gossip & Tales (BW)
David Samra on Swiss stocks (The Market)
What is Bitcoin meant to hedge? (Coin Desk)
The Market Size Mistake (Tomasz Tunguz)
Some stuff I am reading today morning:
Govt notifies liberalised FDI norms for space sector (DH)
Adani family infuses 20,000 Cr into Ambuja Cements (BT)
Real risk of no rate cuts till 2025 (CNBC)
F&O battle between BSE & NSE (FE)
Mercedes-Benz clocking record sales in India (Fortune)
Fallout of SC order on Reliance Infra (Money Life)
Commodity: Gold (Katusa)
Higher for Longer risk for rates (Capital Spectator)
Red Lines (Josh Brown)
Unveiling Multi-Bagger secrets (BBS)
Wishing readers on the auspicious occasion of Ram Navami.
Some stuff I am reading today morning:
Rupee plunges to all time lows (FE)
Fed Chair Powell says inflation is still high (CNBC)
Different ways Israel can strike Iran (TOI)
$100 Oil is possible (Oil Price)
How Berger Paints plans to protect market share (Rediff)
Why everyone in finance is getting ripped (DH)
Why I love investing in unfair fights (Thierry Borgeat)
Invest for the decades (Nick Maggiulli)
AI, Gold & Nuclear War (DR)
Boom and Bust Coal 2024 (GEM)
Israel to give forceful response to Iran ( TOI )
IMD predicts ‘above normal’ monsoon (BS)
Jio Financial & Blackrock form JV (NDTV Profit)
Company: Novartis India (Forbes)
FY24 Letter to Shareholders (Vallum Capital)
Commodity: Copper (Katusa)
The Reddits (Paul Graham)
Don’t sell winning stocks (Terry Smith)
Things are getting real (DR)
Market Pressure (Seth Godin)
Some stuff I am reading today morning:
Iran attacks Israel (Jerusalem Post)
BJP Manifesto for 2024 General Elections (BJP)
iPhone exports cross $10 Billion (BS)
Domestic cyclicals to drive earnings growth (FE)
FPO: Vodafone Idea (HT)
Why Adidas is betting big on Indian cricket (Forbes)
The curious case of Anil Ambani’s Delhi Airport Metro (Money Life)
Gold to continue record breaking streak (MC)
Iran’s rial plunges to record low (CNBC)
Investment Beliefs (Better Letter)