Some stuff I am reading today morning:
Indian markets are overvalued (Aequitas)
Mutual Funds keep cash levels elevated (MC)
Copper could hit stratospheric new highs (CNBC)
India deepens Russia oil ties (OP)
How Delhi High Court caused Indigo’s chaos (Swarajya)
Chidamabarm, Mayaram are real villains of Dhurandhar (BW)
Crypto treasury cos enters Darwinian phase (Yahoo)
Company: VST Tillers (BI)
Valuations don’t tell you about next year (Tker)
The case for investing in hard assets (Lattice Work)
Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)
Some stuff I am reading today morning:
FED approves rate cut (CNBC)
Amazon to invest $35 Billion in India by 2030 (Rediff)
Indigo stares at major revenue hit (BT)
China is draining Silver (Katusa)
Company: befree (BI)
3 Ship Repair Stocks (FE)
Is it a bubble? (Howard Marks)
The sweet spot of sustainable investing (The Market)
Safe portfolio withdrawal rates for retirement (CS)
Modern Warfare: Lessons from Ukraine (DR)
Some stuff I am reading today morning:
Silver prices hit record highs (WaPo)
Microsoft to invest $17.5 Billion in India (BW)
Centre cuts Indigo routes by 10% (BT)
CBI books Anil Ambani’s son (Rediff)
The FED is likely to cut (Yahoo)
Inside Kaynes’ Accounting Storm (ML)
SAT dismisses Linde’s appeal (MC)
Stock Analysis: Senores Pharmaceuticals Ltd (Dr Vijay Malik)
Interview with Michael Howell (The Market)
The many faces of Abu Dhabi’s Trillions (Bloomberg)
Some stuff I am reading today morning:
Putin in India-What to expect (FP)
Order against Avadhut Sathe impounding 546 Cr (SEBI)
Domino effect that led to Indigo’s mass cancellations (HT)
Why Rupee depreciation should not be resisted (Rediff)
Japanese bond yields hit new highs (CNBC)
US Govt debt hits record $30 Trillion (Bloomberg)
Maruti’s e-Viatara set to arrive (Forbes)
Customer Locker dispute at Canara Bank (ML)
The circular battery economy is nearly $78 Billion (OP)
90% of all investment products are crap (BP)