Some stuff I am reading today morning:
Tesla to start site seach in India (HT)
Death of currency derivative trading (BT)
Smallcaps on a tear (BS)
High valuations could tame the bull market (FE)
NSE to launch 4 new indices (MC)
Patanjali’s decade long misinformation spree (Money Life)
Company: Tega Industries (Forbes)
Is Fundamental Analysis dead? (Howard Lindzon)
On Tail Hedging (Alpha Architect)
China’s real estate correction may only be half done (CNBC)
Some stuff I am reading today morning:
China & HK stocks lost $5 Trillion in last 3 years (CNBC)
India factory growth at 16 year high (FE)
SEBI chief changes tune on market valuations (BS)
IPO Watch: Bharti Hexacom (NDTV Profit)
PE investments in India plummet to 6 year low (Rediff)
Turbulent times at Vistara (Forbes)
Interview with Terry Smith (Daily Telegraph)
Interview with Larry McDonald (The Market)
Tracking the Metals boom (DR)
Observations from China (East Wind)
Some stuff I am reading today morning:
What 10 years of Modi Rule meant for India’s economy (NY Times)
IMD predicts very hot summer this year (BT)
Shares worth 1.47 Lakh Crore to enter markets (MC)
Gold prices hit new record high (CNBC)
AU & Fincare Small Finance Banks Merge (NDTV Profit)
Aditya Birla Fashion to demerge Madura (HT)
L&T’s Tech Avatar (Fortune)
Pharma MNCs look towards India (Rediff)
Everything is obvious (BI)
Overcapacity in China (The Market)
Some stuff I am reading today morning:
Income Tax regulations from today (BS)
Adani back to expansion spree (Rediff)
Infosys to receive Rs. 6,329 Cr tax refund (NDTV)
Luxury car sales could breach 50,000 mark (HT)
SEBI Chief on T+0 settlement (BT)
How AI could explode the economy (Vox)
The Oil & Gas cycles (Crude Chronicles)
Rethinking Risk (Young Money)
Find the savages (Ted Lamade)
Lou Simpson: Disciplined Investor (Wiley)
Some stuff I am reading today morning:
T+0 from today ( Fortune )
IPO plans of Bajaj Housing Finance ( BT )
Inflows into InvITs, REITs to increase ( FE )
India’s semiconductor ambitions ( BS )
No action yet on brokers in NSE scam ( BW )
US warns about China dumping ( CNBC )
Interview with David Rosenberg ( Globe & Mail )
Gold $ 2,600 ( DR )
The rockstar conundrum ( Seth Godin)
Impersonating David Swensen is leading to titanic losses ( Brian Schroeder )