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Linkfest : 18 December, 2024

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 )

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Links

Linkfest: 17 December, 2024

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 $)

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Linkfest: 06 December, 2024

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)

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Linkfest: 05 December, 2024

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)

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Linkfest: 04 December, 2024

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)