Some stuff I am reading today morning:
Adani Energy to raise 12,500 Cr ( FE )
NSE lowers tick size to 1 Paisa ( BT )
RBI scrutiny on gold loans business ( Rediff )
Sector : Railway Stocks ( BW )
Gold maintains safe haven status ( Oil Price )
Fed rate cuts face big reset ( The Street )
S&P 500 Vs US Economy ( Common Sense )
On Factor Momentum ( Alpha Architect )
Lazy Work, Good Work ( Morgan Housel )
Financial Fraud lurks on TikTok ( Big Picture )
Some stuff I am reading today morning:
Range Rover to be made in India for first time ( Fortune )
SEBI cracks down on stock market fantasy games ( Rediff )
EM investors are focussing on India & Indonesia ( Bloomberg)
Most startups working to make India their domicile ( FE )
Commodity : Coal ( Katusa )
How to select between old and new tax regime ( BW )
A great investor is a great rejector ( Jana V )
Dow 40,000 ( Josh Brown )
The “Old Money” secret to wealth ( DR )
Quantitative Momentum Investing ( Validea )
Some stuff I am reading today morning:
China starts military drills around Taiwan ( CNN )
Indigo airlines post bumper profits ( Fortune )
Thread : 12 Observations on Consumer Brands ( Arindam Paul )
How India became world’s third largest startup hub ( Forbes )
China’s iron ore imports expected to hit record high ( Oil Price )
Economic Collapse in Bhutan ( CNBC )
The most unexpected breakout of 2024 ( DR )
Avoiding the Behaviour Gap ( Big Picture )
How lies spread ( Irrelevant Investor)
The Ultimate Life Coach ( Mr MM )
Some stuff I am reading today morning:
Bumper RBI dividend to Govt ( BS )
Major rejig of GST, Customs Duty being planned ( FE )
Regulations on the way for SME IPOs ( BW )
Tata Motors is now most profitable co of Tata group ( Rediff )
Adani Group accussed of Coal Scam ( Money Life )
Nvidia shows no signs of AI slowdown ( CNBC )
Charts : Risk On across the globe ( All Star )
Profile : Terry Smith ( Pari Passu )
Buffett : Don’t underestimate the role of luck ( AM )
Survival ( Microcap Club )
Some stuff I am reading today morning:
India marketcap hits $5 Trillion ( Fortune )
Stock valuations may not be sustainable ( FE )
Curious case of huge haircuts at NCLT ( BT)
Vivo overtakes Samsung in India ( Forbes )
Company : Ashiana Housing ( BI )
Stock Talk : Jagsonpal Pharma ( Watchlist )
Interview with Nilesh Shah ( Rediff )
On Cash Flow Statements ( Foot Notes Analyst )
A tool for testing investor confidence ( BI )
Why we still believe in Gold ( Unherd )