Some stuff I am reading today morning:
Indian markets at record highs (Forbes)
Adani stocks skyrocket on exit polls (BW)
PSU stocks rally steeply on exit polls (DH)
Technical glitches at NYSE (CNBC)
Milk Majors hike Milk prices (FE)
Amul’s American Dream (Fortune)
The Curious Case of EaseMyTrip (Money Life)
Elections and Beyond (Prabhakar Kudva)
Is Hyper Inflation a Solution? (DR)
Finding out what we are not looking for (Better Letter)
Some stuff I am reading today morning:
Nifty expected to rally hard today (MC)
Ab Ki Baar, Nifty 24000 Paar ? (BW)
Indian bankers brace for IPO surge (Bloomberg)
Gautam Adani is Asia’s richest man (HT)
RBI to expand UPI to 20 countries (FE)
Company: SPIC (Rediff)
Considering time & quality of life (MM)
Stocks for the long run (CFA Institute)
Why do companies do stock splits? (Sherwood)
The dark stain on Tesla’s Directors (Montana Sceptic)
Some stuff I am reading today morning:
President Trump has been convicted (CNBC)
Power Demand hits record of 250 GW (MC)
NTPC Green IPO to fetch over 8000 Cr (FE)
Agnikul launches world’s first 3D Printed Rocket (Fortune)
JioFinance App launched (TechCrunch)
RBI’s balance sheet is 2.5x Pakistan’s GDP (Rediff)
Startup: Grip Invest (Forbes)
The lesson of Loki? Trade less (Tim Harford)
Letter to Texas Instruments (Elliott)
The hubris of creativity (Seth Godin)
Some stuff I am reading today morning:
India Inc plans fund raising via QIPs ( BS )
RBI imposes restrictions on Edelweiss ( Rediff )
All eyes on Election Results ( Money Life )
US bond markets sound inflation alarm ( The Street )
India is key beneficiary of China+1 ( Fortune)
S&P upgrades India’s outlook to ‘Positive’ ( DH )
Modi’s return will boost defence,infra stocks ( Reuters )
The best investment hedge right now is Gold ( Ray Dalio )
The insane rally in Nvidia ( Josh Brown )
AI integration and modularisation ( Stratechery)
Some stuff I am reading today morning:
Adani Group to raise Rs. 33,254 Cr (Rediff)
Yield on 10 Year GSec falls below 7% (FE)
GCCs to account for 40-45% of office leasing (DH)
Is Kirloskar Battle finally settled? (Money Life)
Reliance inks Russia oil deal (Oil Price)
Why Indian startups are ‘reverse flipping’ (Forbes)
Do you need alternatives to get rich? (Nick Maggiulli)
The problem with concentrated funds (BI)
One Misfortune away from Insolvency (DR)
The AI Trust fall (Tomasz Tunguz)