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 )
Some stuff I am reading today morning:
FPIs withdraw 28,200 Cr from Indian equities in May (BS)
Markets stare at $14.5 Billion outflow risk (Forbes)
RBI cracks whip on co-lending deals (MC)
Debt-to-EBITDA at a decadal low (FE)
Ashok Hinduja’s leverage in the RCap deal (BW)
Commodity: Gold (BI)
Interview with Stanley Druckenmiller (CNBC)
A Masterclass with Bill Miller (Investment Talk)
The Stock Market’s great Paradox (The Market)
The Life Hedge (Jared Dillian)
Some stuff I am reading today morning:
M&M shifts to high gear (BS)
Rally in precious metals to continue (CNBC)
Central banks exiting US Bonds, buying gold (Investing)
Look Out Notice against Fund Manager Devina Mehra (BW)
Startup: Razorpay (Forbes)
Interview with Terry Smith (The Market)
The growing role of Renewable Diesel (Oil Price)
False Consensus Effect (Mr Zepczynski)
3 asset classes which are not good portfolio diversifiers (Morningstar)
Immaculate Acceleration (Daily Reckoning)
Some stuff I am reading today morning:
US S&P 500 , NASDAQ, Dow all close at record highs ( CNN )
The Club of Clueless CEOs ( NDTV Profit )
PM Modi’s wealth ( BW )
India’s silent income crisis ( Fortune )
Dinesh Dalmia dupes lenders of 200 Cr ( Money Life )
Startup : KreditBee ( Forbes )
Fund : Nifty 500 Index Fund ( Basu Nivesh )
27,000 $ Gold ( DR )
Tradera ditch bullish bets on oil ( Oil Price )
China mulls Govt purchases of unsold homes ( Climateer )
Some stuff I am reading today morning:
FM Sitharaman cautions on retail F&O (MC)
Latest changes to MSCI indices (BS)
Indigo plans to buy 100 small planes (DH)
Biden imposes stiff tariffs on Chinese imports (CNBC)
Company: Privi Speciality Chemicals (UO)
Startup: Fibe (Forbes)
Which mutual fund? (Bala Blogs)
Opting for new tax regime (Basu Nivesh)
Misses are inevitable (Morningstar)
Bitcoin and Gold won’t save you (Nick Maggiulli)