Some stuff I am reading today morning:
T+0 from today ( Fortune )
IPO plans of Bajaj Housing Finance ( BT )
Inflows into InvITs, REITs to increase ( FE )
India’s semiconductor ambitions ( BS )
No action yet on brokers in NSE scam ( BW )
US warns about China dumping ( CNBC )
Interview with David Rosenberg ( Globe & Mail )
Gold $ 2,600 ( DR )
The rockstar conundrum ( Seth Godin)
Impersonating David Swensen is leading to titanic losses ( Brian Schroeder )
Some stuff I am reading today morning:
Standard Chartered Bank to sell entire CDSL stake ( BW )
Lumpsum flows into Equity MFs spike ( BS )
Adani Ports acquires Gopalpur Ports ( Rediff )
Kalyani family dispute escalates ( FE )
Mega Monetization by Tata Sons ( NDTV Profit )
Startup Funding in India slows ( Fortune )
Company : Mazagon Dock Shipbuilders ( Forbes )
Tesla : The market is wrong ( II )
The roaring 20s are back ( Common Sense )
Making money in a recession ( DR )
Some stuff I am reading today morning:
US Govt sues Apple ( Fortune )
Bima Sugam to become reality ( NDTV Profit )
What’s happening in mid and smallcap stocks? ( Forbes )
A Big Week for Big Tech ( Irrelevant Investor)
On Personal Income Taxes ( Bala )
Are Index funds propping up the US stock market ? ( Common Sense )
The Cadence of Alpha ( Capital Gains )
Lessons from market crisis ( Pari Passu )
Charlie Silk’s 150 Bagger ( Microcap Club)
Smart words from Smart people ( Morgan Housel )
Some stuff I am reading today morning:
Spot Gold at record high of Rs. 66,795 (Fortune)
Turkey raises interest rates to 50% (CNBC)
Former SEBI Chief Damodaran ordered to pay 206 Crores (BW)
Minority shareholders drag Jindal Poly to NCLT (BT)
Deposit War amongst lenders to intensify (NDTV Profit)
Thread: Va Tech Wabag (Caprize)
KFC: Fried & Tested (Forbes)
Profiling a ‘Real Assets’ Portfolio (Capital Spectator)
China’s Capitalist Experiment (ACS)
Sustainability or Bust (GMO)
Some stuff I am reading today morning:
Microcap stocks in the line of fire (Rediff)
Tata Cummins start Hydrogen ICE plant (Fortune)
India’s biggest battery factory to start operations in Oct (OP)
JSW Group’s ambitious EV plans (MC)
Edelweiss & HNG Insolvency case (BW)
Company: Wagh Bakri (Forbes)
Tax: What to check before 31 March (NDTV Profit)
Willfully uninformed (Seth Godin)
Annual Letter to Investors (Giverny Capital)
FED forecasts 3 rate cuts in 2024 ( CNBC )