Some stuff I am reading today morning:
Key decisions at 55th GST Council Meet ( Rediff )
The economy is losing steam ( BI )
Mumbai’s redevelopment model gets interest ( FE )
The Santa Claus rally ( The Street)
How Trump could transform India’s energy future ( Oil Price)
India’s milk shortfall ( Fortune )
I told you so ( Kiran D )
Persistent Alpha ( Verdad )
The Simple Life ( Humble $ )
The fame/trust inversion ( Seth Godin )
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 $)