Some stuff I am reading today morning:
INR declines to 87.58 (HT)
Bombay High Court orders probe into Jai Corp fraud (Money Life)
Solar cell capacity to jump 5 fold by 2027 (FE)
Trump’s tariffs on China bite US online shoppers (Yahoo)
SEBI order in front running of Anuj Sheth (NSE)
Stock Talk: Muthoot Finance (Proinvest Nirmiti)
Jim Chanos on AI (AM)
Don’t freak out (CS)
Tilting the odds in your favour (Novel Investor)
Timing is not everything, but it matters (IT)
Some stuff I am reading today morning:
FPIs withdraw 64,000 Cr from Equities ( Rediff )
Trump imposes tariffs, sanctions on Colombia ( CNBC )
Counter offer for Religare Enterprises ( BS )
Power Producers face 1000 Cr loss ( DH )
India’s brain washed investors ( MC )
On Cash Calls ( Nooresh Merani )
Startup : Join Ventures ( IR )
Global Value Investing in our era ( Li Lu )
5 Scenarios for the Year of the Snake ( Peter Tasker )
The one chart that explains US markets ( Josh Brown )
Some stuff I am reading today morning:
Gold hits lifetime high (Rediff)
Modi mulls measures to counter Trump threats (DH)
UK’s wealthiest 10% took half of India’s wealth (MC)
Trump Vs Wind Energy (USA Today)
SEBI proposes Rs.250 SIPs (BS)
Which fund houses are the Equity Champions? (Cafe Mutual)
Bitcoin: Time to cash in? (Forbes)
Jamie Dimon on tariffs (CNN)
Stock market is both -voting & weighing machine (Morningstar)
Buffett: Investing in Industries Vs Cos (AM)
Some stuff I am reading today morning:
Trump threatens 25% tariffs on Canada & Mexico on 01 Feb (CNN)
Trump lays out trade policy (BS)
Trump pulls out of OECD global tax deal (BT)
The Fed needs to be on Trump Watch (Yahoo)
Interview with Stanley Druckenmiller (CNBC)
Why SEBI plans pre-listing trading of IPO shares (Rediff)
Lodha Vs Lodha (Money Life)
Why brands are flocking to running (Forbes)
Thread: Plight of angel investors in India (Rahul Mathur)
Indonesia bets on solar manufacturing (OP)
Some stuff I am reading today morning:
Transcript of Trump’s inaugural address (USA Today)
NCLT orders liquidation of Go First (Rediff)
India lifts curbs on sugar exports (HT)
Debt: More profitable than equity in 2025 (Forbes)
Thread: Red Flags at Gujarat Toolroom Ltd (BTS)
All you need to know about JioCoin (Fortune)
Bombay HC quashes reopening of IT Assessment (Money Life)
Pakistan’s Energy Sector is a ticking time bomb (OP)
The “Busy Fool” Syndrome (Terry Smith)
Memo to the future (Seth Godin)