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Linkfest : 02 August, 2024

Some stuff I am reading today morning:

Israelis brace for an all-out attack (JPost)

Adani Ent shareholders to get shares of Adani Wilmar (Fortune)

Tata Motors to demerge into 2 listed cos (MC)

Why the US stock market is suddenly freaking out (CNN)

US 10 Year Treasury falls below 4% (Sherwood)

Byju’s to be fined $10,000 every day till they find missing $533M (HT)

Company: Malabar Gold & Diamonds (Forbes)

Company: Xiaomi India (BW)

Does Capital Gain when indexation is lost? (FE)

Hermes Luxury Heir alleges his $13Billion has vanished (Climateer)

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Links

Linkfest: 01 August, 2024

Some stuff I am reading today morning:

Infosys faces GST demand of 32,000 Cr (BT)

Key takeaways from latest FED meeting (CNN)

Oil market nears breakout point (Oil Price)

IT department begins scrutiny of AY 2018-19 cases (Rediff)

On removing indexation (Money Life)

Tax sops may transform GIFT city (FE)

Fastag gets new KYC rules (HT)

Company: MTR (Forbes)

The first 1 Crore (Jago Investor)

Time for Defense to Shine (Felder Report)

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Links

Linkfest: 31 July, 2024

Some stuff I am reading today morning:

Consultation Paper on Index Derivatives (SEBI)

Why FM Sitharaman halved the import duty on gold (BW)

Adani Energy raises $ 1 Billion (BS)

Why Indian stocks keep soaring (Money Life)

Enough…the elusive word (Bala)

How Chinese EV makers conquered Thailand auto market (DH)

China begins work on massive Afghanistan copper mine (Oil Price)

Interview with China expert Michael Pettis (The Market)

Zombiecalypse in Startupland (East Wind)

On the identification of investment opportunities (Howard Marks)

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Links

Linkfest: 30 July, 2024

Some stuff I am reading today morning:

Commodity prices hit fresh 2024 lows ( Sherwood)

India is the only country where fuel prices declined ( Rediff )

Rationalising the GST ( BT )

MapmyIndia alleges Ola stole it’s data (DH )

Crypto absurdity at WazirX ( FE )

Stock Talk : Power Grid ( Forbes )

Silicon Valley’s Trillion $ leap of faith ( MSN )

Where are China’s ultra rich investing? (CNBC )

Using Bayesian solutions for Factors ( AA )

Is stock market investing your personality type? (AM )

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Links

Linkfest: 29 July, 2024

Some stuff I am reading today morning:

UltraTech buys majority stake in India Cements (BT)

REITs & InvITs set to woo more investors (FE)

Centre wants petroleum products under GST (DH)

Govt clarifies on Tax Clearance Certificate (Rediff)

Chinese FDI: A strategic gamble (BW)

On Karnataka Gig Law (BI)

What is the best performing stock of all time? (Meb Faber)

Most big winners were Ugly Ducklings (Microcap Club)

Impact of crowding on Active Fund Management (AA)

Fill the bathtub (Collab Fund)