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 )
Some stuff I am reading today morning:
Nifty’s share of Market Cap is at 25 year low ( FE )
China’s Golden Week market rally ( BW )
Adani blends Green Hydrogen with natural gas ( HT )
Stock Talk: Crompton Greaves Consumer ( Rediff )
Stock Analysis : Wonder Electricals Ltd ( Dr Vijay Malik )
Thread : Marine Electricals ( Vipul Makwana)
SIP Vs SWP for Mutual Funds ( Basu Nivesh )
Why is buy low, sell high so difficult? ( Value Investing )
Be the Barry Sanders of investing ( Jake Ridley)
The pros & cons of buffered ETFs ( White Coat Investor )
Some stuff I am reading today morning:
Sensex, Nifty crash ( BS )
90,000 IT notices made valid ( FE )
CARE enters global rating space ( HT )
BSE to discontinue weekly Sensex50 derivatives ( DH )
Cabinet approves agri schemes of 1 Lakh Crores ( Rediff )
Margin of Safety is razor thin ( The Market )
Pay up for good businesses ( Joel Greenblatt )
Commodity: Silver ( DR )
The battle for Southwest Airlines ( The Street )
Vietnam is desperate for workers ( RoW )
Some stuff I am reading today morning:
India is one of the best global markets for the long haul (CNBC)
F&O volumes can reduce by 40% (BS)
US port workers go on strike (CNN)
Twitter is worth 80% less (The Street)
Tax Edge adds shine to Gold ETFs (Rediff)
Meet Kanpur’s richest man (FE)
Boom in India D2C Coffee (BW)
China’s Green Energy push worries the West (Oil Price)
Lack of ambition in Canada startups (BNN Bloomberg)
Brand Name lessons from Nike’s troubles (Aswath Damodaran)