Some stuff I am reading today morning:
Noel Tata appointed Chairman of Tata Trusts ( Forbes )
Sudarshan Chemical to acquire Heubach ( Fortune)
FPIs have sold 58,711 Cr in October 2024 ( Rediff )
More fiscal stimulus in China ( CNN )
Kirana stores in Metros hit by Quick Commerce ( HT )
The remarkable evolution of the Electric Vehicle ( Oil Price )
Sector Watch : Small Finance Banks ( BW )
The invisible tax burden (2Point2Capital )
Mob rule ( Humble $ )
Fallen angels ( Prof Galloway )
Some stuff I am reading today morning;
Only Nifty 50 to be available for weekly derivatives trading ( BT )
SEBI extends deadline for direct payout of securities ( DH )
The bubble in SME IPOs ( BW )
UPI transaction volume rises 52% ( FE )
Hydrogen is key to India’s energy transition ( Fortune )
Israel’s economy under strain ( CNN )
Starup : Statiq ( Forbes )
Choose your influences carefully ( Josh Brown )
The hidden cost of index replication ( Larry Swedroe )
Valuation is an exercise in faith ( Aswath Damodaran )
Some stuff I am reading today morning:
A look at Ratan Tata’s life & legacy( BS )
A tribute to Ratan Tata ( Rediff )
RBI Governor’s Statement ( RBI )
Festive hopes fade for India’s gold industry ( DH )
Markets stare at $19 Billion outflow ( Forbes )
Bearish sentiments at record high levels BW )
Company : ITC ( Fortune )
Commodity : Gold ( DR )
Letter to Investors Q2 FY25 ( Solidarity)
Are Institutional Investors meeting their goals? ( CFA Institute)
Some stuff I am reading today morning:
India’s forex kitty crosses $700 Billion (DH)
Oil Prices tumble 4% (Oil Price)
ED alleges Vivo siphoned 70,000 Cr from India (FE)
Its raining money for top 10 AMCs (Cafe Mutual)
The unstoppable surge in IPOs (Forbes)
Company: Emami (Rediff)
Company: Deepak Nitrite (Fortune)
Economy: Glass Permanently Half Full (Money Life)
Interview with Joerg Wuttke (The Market)
Resist the urge to rebalance (Guy Spier)
Some stuff I am reading today morning:
What’s ahead for the Fed ( The Street )
India China Flow shift ( Nooresh )
FMCG firms do brisk business on Quick Commerce ( Rediff )
The debate over eCommerce discounts ( BW )
Company : Apar Industries ( Fortune )
Stock Talk : Kalyan Jewellers ( FE )
Startup : Celcius ( Forbes )
Quarterly Letter to Investors ( Ikigai )
Inflation Perception & Reality ( Money Life )
Don’t sell good companies ( Terry Smith )