Some stuff I am reading today morning:
Yes Bank AT1 Bondholders win in Supreme Court (ML)
Jio’s ambitious plans (DH)
Why Marco Rubio is going to Jamnagar (BW)
Investors sour on AI debt (CNBC)
SEBI revises CAS timings (NDTV)
Modi’s FTA push (Bloomberg)
Why IDBI Bank was sold at 81 Rs/share (BS)
The AI music is still playing (Venky Ganesan)
Don’t trust people who talk like this (HB)
Keep Evolving (Microcap Club)
Some stuff I am reading today morning:
SIPs hit record highs in September (FE)
Retail inflation hits 21-month high (BT)
SEBI notifies new PMS regulations (MC)
Sunil Bharti Mittal conferred France’s highest civilian award (HT)
TVS Family Feud (Fortune)
Company: Shyam Steel Industries Ltd (BI)
Inside the secret Russia-Iran pipeline (OP)
From Speculation to Investment (Microcap Club)
Irresistible Siren Song of Recent Returns (2Point2 Capital)
Tail Risk Protection (Alpha Architect)
Some stuff I am reading today morning:
Saudi airports under attack (CNN)
The IPO boom (BI)
Pantomath: Banker, Buyer and Seller (BW)
Flipkart ESOP tussle (MC)
India’s Space Startups (BT)
3 Gold Jewellery stocks (FE)
Stock Talk: Tega Industries (SOIC)
Notes from Bharat Connect Conference (Zen Nivesh)
China is importing record amounts of gold (CNBC)
Charlie Munger’s interview with Todd Combs (FS)
Some stuff I am reading today morning:
US S&P 500 at record highs (CNBC)
RBI likely to hike rates (MC)
Jio Platforms IPO set to be India’s largest (Rediff)
Jio IPO arrives with a cake (BW)
5 Reasons why India’s stock market is sinking (BBC)
3 SME stocks riding the AI boom (FE)
Company: PI Industries (SOIC)
Mutual Fund AUM Rankings (CM)
What is driving rates higher? (Big Picture)
Building a second wave AI business (Seth Godin)
Some stuff I am reading today morning:
India-US Trade Talks hit plateau (Rediff)
Indigo hikes fuel charges again (FE)
Bajaj Finance to raise 17,500 Cr (MC)
Airlines Vs Adani (BT)
Noel Tata Vs N Chandra (Fortune)
Mutual Funds now offer 2000 plus schemes (CM)
Russia downplays Plague fears (MSN)
EU Electric Vehicle sales hit record (OP)
Russian gold floods Hong Kong (CNBC)
Iran’s currency is getting obliterated (Yahoo)