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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)

Categories
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 )

Categories
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)

Categories
Links

Linkfest: 26 July, 2024

Some stuff I am reading today morning:

49% of India’s taxpayers yet to file ITR (Fortune)

On India’s tax hikes (CNBC)

Promoters, PEs to pay retro tax on OFS gains (FE)

Developments in NSE Co-location Scam (BW)

End of sovereign gold bonds? (MC)

Stock Talk: DMart (Rediff)

The second coming of Daewoo (BI)

China’s solar industry calls for consolidation (Oil Price)

Let compounding do its work (BI)

The two bicycle errors (Seth Godin)

Categories
Links

Linkfest: 25 July, 2024

Some stuff I am reading today morning:

Global markets sell off (CNBC)

7 out of 10 intra day traders make losses (SEBI)

How Gold duty cuts will hit bullion players (BW)

Realty players grapple with indexation move (FE)

Reliance gets US nod to import oil from Venezuela (HT)

India’s auto market will grow 5x by 2047 (Japan Times)

Company: Mjunction (BI)

Interview with Tech Analyst Benedict Evans (The Market)

3 Investment Fallacies (Morningstar)

The Death of the $ (Discipline Funds)