Some stuff I am reading today morning:
Global bond trantrum a worrisome start to New Year (Yahoo)
FPIs withdraw 22,194 Cr in Jan (Rediff)
5 IPOs to debut this week (MC)
Russian oil supply to India to get curbed (Reuters)
Oil Bulls are back (Oil Price)
India’s defence exports soar 30x (Fortune)
Gold outlook for 2025 (BI)
Canada plans retaliatory tariffs on US ( CNN )
Dividends are a feature, nothing more (Josh Brown)
7 Pillars of market bubbles (Arcadian)
Some stuff I am reading today morning:
Make or Break Time for Nifty (Shalin Shah)
OFS in Adani Wilmar opens today (BT)
TCS starts Q3 earnings season with missed estimates (FE)
Govt to give 35,000 Cr LPG subsidy to OMCs (Rediff)
DAM Capital: 14 stocks that can double in next 3 years (RJ)
Q3 FY25 Letter to Investors (2Point2 Capital)
Q3 FY25 Letter to Investors (Solidarity)
Positioned for a historic crash (DR)
How Evergreen private fund structures work (CAIA)
Busyness & Leverage (Seth Godin)
Some stuff I am reading today morning:
Trump may declare National Economic Emergency ( CNN )
UBL stops supply to Telangana ( DH )
M&M opens EV battery facility ( Fortune )
Govt revises gold import data ( Rediff )
BP to help India boost oil production ( Oil Price )
FED will move slowly on rate cuts ( CNBC )
Thread : China interest rates are lower than Japan ( Kobeissi)
How front running distorts capital markets ( FE )
New guidelines for Research Analysts ( SEBI )
New guidelines for Investment Advisors ( SEBI )
Some stuff I am reading today morning:
The US stock market has never been more concentrated ( FT )
Haldiram’s snacks empire attracts global interest ( BS )
Housing sales hit 12 year high in 2024 ( DH )
PLI scheme for speciality steel ( Fortune)
Sector : Hotels ( MC )
Are 5 Year Tax Saver deposits still worth it? ( Apna Plan )
5 Investment Mistakes to avoid ( Basu Nivesh )
The Great Crypto Crash ( Atlantic )
Memo : On Bubble Watch ( Howard Marks )
What do investors expect in 2025? ( BI )
Some stuff I am reading today morning:
Indian Markets have their worst fall in 3 months (BS)
Vinay Hiremath, the man who sold his startup for $975M (HT)
CBDT’s extended tax deadlines (DH)
China to curb exports of Lithium Battery Tech (Oil Price)
Capital Group is the ‘Big Client’ in Ketan Parekh case (Fortune)
Thread: Mis Guidance at Atam Valves (Chirag Jain)
Looking back from 2035 (Cliff Asness)
Microstrategy goes on another Bitcoin buying spree (Sherwood)
Crypto trends for 2025 ( The Street)
The Preening Duck error in Bull Markets (Buffett)