Some stuff I am reading today morning:
Banking system liquidity surplus touches 1 Lakh Cr (BS)
GST officials search ICICI Bank’s premises (MC)
Car, Truck, EV sales decline post festive season (DH)
Elon Musk’s xAI has raised $11 B in record time (Sherwood)
Company: Waaree Energies (FE)
Yusuff Ali, the Retail King (BI)
US markets are swallowing Rest of World (CS)
When you decide to buy a meme coin (DR)
Why elite funds are falling behind (CFA Institute)
Elites Vs Elitism (Seth Godin)
Some stuff I am reading today morning:
India approves 21,772 Cr defence acquisition (FE)
Martial Law fiasco in South Korea (Reuters)
Indigo takes Mahindra to court over ‘6E’ branding (BS)
30% of SIP has longevity over 5 years (Cafe Mutual)
Order in the matter of Trafiksol ITS Technologies (SEBI)
Why smaller cos are outperforming larger ones (Money Life)
Company: Kalyan Jewellers (Forbes)
Sector: Aviation (BW)
Commodity: Antimony (Oil Price)
3 Lessons from Mark Cuban’s Shark Tank investments (HT)
Some stuff I am reading today morning:
Windfall tax on oil scrapped ( FE )
SEBI cracks down on finfluencers ( DH )
AIFs seek tax pass through ( BS )
RBI rate cut in December is unlikely ( Rediff )
SFIO conducts searches at EV firms ( Fortune )
Company : Reliance-Disney JV ( BT )
Silver Buying Opportunity ( DR )
Market corrections can be a good thing for investors ( MF Guy )
Cash as King ( Frank Martin)
A short to remember ( Climateer)
Some stuff I am reading today morning:
India’s GDP growth will be 6.8% in FY25 ( BW )
Trump’s threats of 100% tariffs unrealistic ( DH )
Trump & Tariffs ( Known Unknowns )
Bangladesh wants to renegotiate Adani deal ( Reuters )
Bajaj Finance exits from co-branded credit card business ( BS )
Interview with Alisha of Aster DM ( Fortune)
Interview with Jim Grant ( The Market )
Notes on the market ( Prabhakar Kudva )
Technical view on Banks ( Nooresh Merani )
Bet on low costs ( Humble $ )
Some stuff I am reading today morning:
BSE Derivatives contracts to expire on Tuesdays ( BS )
Why SME players are a worried lot these days ( Rediff )
Indian banks review Adani exposure ( HT )
Hindujas & the RCap deal ( BW )
Startup : Infinx ( Forbes )
The causes and costs of India’s brain drain ( CNBC )
The next 4 years will be about Natural Gas ( Oil Price )
Playing nuclear chicken ( DR )
Markets are designed to catch human weaknesses ( Li Lu )
Ripples in the pond ( Big Picture)