Some stuff I am reading today morning:
Govt plans 9.15 Lakh Crore investments in power transmission (FE )
Waaree Energies receives SEBI nod for IPO (BT)
SBI invests in its defaulter Supreme Infra (Money Life)
Succession at Federal Bank (Forbes)
US proposes banning Chinese vehicles (CNBC)
Reliance Power to raise 1,525 Cr (MC)
The Great Rotation (Verdad)
The key to long term value investing (Bill Nygren)
Interview with Victor Khosla (Big Picture)
Your way is the only way (Morgan Housel)
Some stuff I am reading today morning:
MF Industry is sitting on a cash pile of 2.45 Lakh Crore (Cafe Mutual)
FPIs pump 33,700 Cr in Indian Equities in Sept 2024 (BS)
India’s Green Transition gains momentum (Oil Price)
BookMyShow crashes as Cold Play fans try to get tickets (MC)
Company: SpiceJet (BW)
Stock Analysis: Nibe Ltd (Dr Vijay Malik)
Stock Talk: P&G Hygiene (Rediff)
Fact Checking Central Banks (Aswath Damodaran)
Shall we repeal the laws of economics? (Oaktree)
Interview with First Eagle IA (Value Investor)
Some stuff I am reading today morning:
US markets at record highs (HT)
Supreme Court reject telcos’ pleas on AGR dues (Fortune)
SEBI’s order against Axis Capital (SEBI)
RBI lifts restrictions on IIFL Finance (MC)
Reliance Infra approves 3,014 Cr preferential issue (BS)
India at an Inflection Point (Governor Das)
Company: Blue Planet (BI)
On NPS Vatsalya scheme (Basu Nivesh)
SaaS isn’t dead yet (Meritech)
Take something away (Ted Lamade)
Some stuff I am reading today morning:
FED cuts by 50 bps (The Street)
Key takeaways from FED’s rate cut (CNN)
The return & rise of Anil Ambani (BW)
Ikea’s online-first strategy in India (Forbes)
Company: Equitas Small Finance Bank (BI)
Tamil Nadu’s EV ecosystem expands (Rediff)
Casino Gambling Vs Day Trading (Morningstar)
Where returns lie in Venture Capital (East Wind)
Can you have too much money? (Big Picture)
War between Israel and Iran is inevitable (Climateer)
Some stuff I am reading today morning:
Mega debut for Bajaj Housing Finance (Rediff)
Bonus shares to be credited in T+2 ( BT )
Reverse ride of Indian stock market (BW)
Company: Zen Technologies (Forbes)
Tupperware to file for bankruptcy (DH)
A case of two Kalyani wills (BS)
Stock Analysis: RIR Power Electronics (Dr Vijay Malik)
The growing despair of accounting frauds (Money Life)
Thread: Notes from TIA Summit (Abhishek Murarka)
Major oil discovery in Pakistan (Oil Price)