Some stuff I am reading today morning:
India Market Cap soars to all time highs ( Rediff )
Interview of PM Modi ( News18 )
Uncertainty at Bandhan Bank ( BT )
Joy Alukkas, India’s richest jeweller ( Forbes )
Silver ETFs gain traction ( BS )
Meta & Reasonable Doubt ( Stratechery )
Japan’s stealth profit boom ( Verdad )
How do businesses get premium valuations ( Microcap Club)
Secrets of Family Businesses ( BBS )
Profoundly Unserious ( Better Letter )
Some stuff I am reading today morning:
PM Modi on inheritance tax (News 18)
Minority Shareholders Vs ICICI Bank (FE)
Advent to infuse 2,475 Cr into Apollo Hospital’s arm (Rediff)
Japanese Yen weakens to 160 / $ (CNBC)
Company: Aster DM (BI)
Crypto’s Billion $ Zombies (Forbes)
Explained: Liquid Funds (DH)
High gold prices puzzles Wall Street (NY Times)
101 Additional Advices (The Technium)
Books don’t sell (Seth Godin)
Some stuff I am reading today morning:
Indigo places order for 30 wide-body planes (DH)
AI can kill most call centres (MC)
Fears of stagflation in the US (CNN)
India’s EV policy to attract global players (CNBC)
US exports of Indian solar makers booms (Fortune)
State-run energy firms line up green IPOs (FE)
Company: ACE Construction (Forbes)
Investment Bank: DAM Capital (BI)
Valuations are a proxy for future returns (Morningstar)
An offer you can’t refuse (Best Interest)
Some stuff I am reading today morning:
Kotak Bank prohibited from onboarding new customers (RBI)
SME IPO index hits lifetime high (FE)
Questions to the Congress on Wealth Redistribution (HT)
Sector: Indian IT Services (Rediff)
The decline of the Japanese Yen (DH)
China continues to dump steel (Oil Price)
Every stock has a different shelf life (Microcap Club)
Risk Seeking Vs Mitigating (Ted Lamade)
Blackstone’s Bonfire of BREIT holders (IR)
What happened when India banned TikTok (AP)
Some stuff I am reading today morning:
India 4th largest military spender in 2023 (Fortune)
150 Cr fraud at M&M Finance (NDTV Profit)
Adani stocks now have a prominent investor base (BS)
Company: PI Industries (Forbes)
The 4 fallacies of MF Stress Test (Money Life)
Interview with Ashish Shah, CIO Goldman Sachs Asset Mgmt (BP)
Are you an investment historian or a futurist? (Morningstar)
The market is running on FED Happy Talk (DR)
Watch the $ Crumble (QTR)
Think slow (Prof Galloway)