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Linkfest: 18 April, 2024

Some stuff I am reading today morning:

Govt notifies liberalised FDI norms for space sector (DH)

Adani family infuses 20,000 Cr into Ambuja Cements (BT)

Real risk of no rate cuts till 2025 (CNBC)

F&O battle between BSE & NSE (FE)

Mercedes-Benz clocking record sales in India (Fortune)

Fallout of SC order on Reliance Infra (Money Life)

Commodity: Gold (Katusa)

Higher for Longer risk for rates (Capital Spectator)

Red Lines (Josh Brown)

Unveiling Multi-Bagger secrets (BBS)

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Linkfest: 17 April, 2024

Wishing readers on the auspicious occasion of Ram Navami.

Some stuff I am reading today morning:

Rupee plunges to all time lows (FE)

Fed Chair Powell says inflation is still high (CNBC)

Different ways Israel can strike Iran (TOI)

$100 Oil is possible (Oil Price)

How Berger Paints plans to protect market share (Rediff)

Why everyone in finance is getting ripped (DH)

Why I love investing in unfair fights (Thierry Borgeat)

Invest for the decades (Nick Maggiulli)

AI, Gold & Nuclear War (DR)

Boom and Bust Coal 2024 (GEM)

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Linkfest: 16 April, 2024

Israel to give forceful response to Iran ( TOI )

IMD predicts ‘above normal’ monsoon (BS)

Jio Financial & Blackrock form JV (NDTV Profit)

Company: Novartis India (Forbes)

FY24 Letter to Shareholders (Vallum Capital)

Commodity: Copper (Katusa)

The Reddits (Paul Graham)

Don’t sell winning stocks (Terry Smith)

Things are getting real (DR)

Market Pressure (Seth Godin)

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Linkfest: 15 April, 2024

Some stuff I am reading today morning:

Iran attacks Israel (Jerusalem Post)

BJP Manifesto for 2024 General Elections (BJP)

iPhone exports cross $10 Billion (BS)

Domestic cyclicals to drive earnings growth (FE)

FPO: Vodafone Idea (HT)

Why Adidas is betting big on Indian cricket (Forbes)

The curious case of Anil Ambani’s Delhi Airport Metro (Money Life)

Gold to continue record breaking streak (MC)

Iran’s rial plunges to record low (CNBC)

Investment Beliefs (Better Letter)

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Linkfest: 12 April, 2024

Some stuff I am reading today morning:

India-Mauritius amend tax treaty (NDTV Profit)

India household savings plummet to record lows (BW)

IPOs in FY25 can hit 1 Lakh Crores (Rediff)

The Phalodi Satta Bazaar (FE)

China reacts to PM Modi’s comments (BT)

10 ways Iran can attack Israel (Jerusalem Post)

Costco’s Gold Bar Bonanza (Oil Price)

Bitcoin can hit $1 Million (The Street)

Buffett: Holding on to losers (AM)

CEO Letter to Shareholders (Jamie Dimon)