Some stuff I am reading today morning:
INR slides past 85 Rs Vs $ ( BS )
Global central banks impacted by FED stance ( CNBC )
Starbucks isn’t exiting India ( BT )
Radical overhaul of shipping laws ( FE )
The average S&P 500 stock is down since election ( Sherwood )
Interview with Amit Nigam ( MC )
Nvidia bulls can’t even imagine competition ( Josh Brown )
Microsoft’s $200 Billion Bitcoin Moment ( DR )
China hits the panic button ( Katusa )
Research : Momentum in International markets ( AA )
Some stuff I am reading today morning:
Fed cuts rates ( CNBC )
SEBI tightens SME listing rules ( SEBI )
India received $129 Billion in remittances ( BS )
Effective capital expenditure set at 15.02 Lakh Cr ( BW )
Trump’s economic plans ( DR )
Company: Vishal Mega Mart ( Fortune )
Company: L&T Finance ( BI )
US Treasury yields could hit 6% ( Climateer )
Don’t take the market personally ( CS )
Aparigraha ( Belle Curve )
Some stuff I am reading today morning:
Measures against Overseas Derivatives Instruments ( SEBI )
SEBI introduces major reforms for IAs and RAs ( Money Life )
GoI plans 25% tax against Chinese steel imports ( BS )
Nissan to merge with Honda ( CNBC )
Sanghi Ind, Penna to merge with Ambuja ( Fortune )
Company : Eureka Forbes ( Forbes)
Interview with Manishi Raychaudhuri ( Rediff )
Marker forecasters had a poor 2024 ( The Street )
The trouble with US Equity Exceptionalism ( BI )
Don’t ignore Macro ( David Einhorn )
Some stuff I am reading today morning:
US stocks rule (The Street)
India’s merchandise trade deficit hits record (BS)
PSBs write off loans worth 6.5 Lakh Crore in 5 years (Fortune)
Mumbai APMC NSEL-like scam (BW)
Potato crisis in India (Rediff)
Stock Analysis: Advait Energy Transition Ltd (Dr Vijay Malik)
Interview with Russell Napier (The Market)
A basic framework for growth stocks (Quipus Capital)
7 Lessons from 2024 (Charlie Bilello)
How to review your investments (Humble $)
Some stuff I am reading today morning:
SEBI proposes new mechanism for closing stock prices (MC)
Blinkit Vs Instamart (BS)
Equity MF exposure to financial stocks falls (FE)
Interview with Sumant Bhargavan, Director, ITC (Rediff)
Interview with Sanjeev Singhal, CMD, Mazagoan Dock Shipbuilders (BI)
Company: Premier Energies (Forbes)
AMC Ranks based on Performance (The MF Guy)
Peak US Exceptionalism (DR)
Charting US markets for 2024 (Novel Investor)
Japan Vs Big Tech (East Asia)