Some stuff I am reading today morning:
Modi meets Xi (BS)
India remains world’s largest growing economy (Rediff)
HUL to spin off ice cream biz (Fortune)
How Hyundai cracked the Indian market (Forbes)
Imagicaa gets a makeover (BI)
Acquisition values jump in cement sector (FE)
SEBI’s conflict of interest code (Money Life)
Technicals: Healthy correction is not tasty (Nooresh Merani)
Company: AIA Engineering (Proinvest Nirmiti)
Avoiding Value Traps with Capital Cycle Theory (AM)
Some stuff I am reading today morning:
Mid, smallcap rally may pause ( BS )
Reliance Infra to set up facility for ammunition ( FE )
Adani to buy Orient Cement ( Rediff )
All big IPOs failed on market debut ( Fortune )
RBI cracking down on Fintechs ( BW )
Problems at Hindenburg Research ( Bear Cave )
Importance of rebalancing ( Financial Bodyguard)
Optimistic Vs Pessimistic Investors ( WCI )
Thoughts on Nostalgia ( Morgan Housel)
Research : Measuring the Moat ( Morgan Stanley )
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)