Some stuff I am reading today morning:
UltraTech buys majority stake in India Cements (BT)
REITs & InvITs set to woo more investors (FE)
Centre wants petroleum products under GST (DH)
Govt clarifies on Tax Clearance Certificate (Rediff)
Chinese FDI: A strategic gamble (BW)
On Karnataka Gig Law (BI)
What is the best performing stock of all time? (Meb Faber)
Most big winners were Ugly Ducklings (Microcap Club)
Impact of crowding on Active Fund Management (AA)
Fill the bathtub (Collab Fund)
Some stuff I am reading today morning:
49% of India’s taxpayers yet to file ITR (Fortune)
On India’s tax hikes (CNBC)
Promoters, PEs to pay retro tax on OFS gains (FE)
Developments in NSE Co-location Scam (BW)
End of sovereign gold bonds? (MC)
Stock Talk: DMart (Rediff)
The second coming of Daewoo (BI)
China’s solar industry calls for consolidation (Oil Price)
Let compounding do its work (BI)
The two bicycle errors (Seth Godin)
Some stuff I am reading today morning:
Global markets sell off (CNBC)
7 out of 10 intra day traders make losses (SEBI)
How Gold duty cuts will hit bullion players (BW)
Realty players grapple with indexation move (FE)
Reliance gets US nod to import oil from Venezuela (HT)
India’s auto market will grow 5x by 2047 (Japan Times)
Company: Mjunction (BI)
Interview with Tech Analyst Benedict Evans (The Market)
3 Investment Fallacies (Morningstar)
The Death of the $ (Discipline Funds)
Some stuff I am reading today morning:
FPIs invest 30,772 Cr in Equities in July so far (DH)
Adani to become a political issue in Maharashtra elections (BW)
Family Disputes at Vadilal (Money Life)
Law Firm: Veritas Legal (BI)
On Systematic Withdrawal Plans (Basu Nivesh)
The Folly of Certainty (Howard Marks)
2Q 2024 Letter to Investors (Miller Partners)
Hold Tennis Balls & Sell Eggs (The Market)
Google is mind bogglingly bad (Om)
The Chinese Opium Trade (Harvard)
Some stuff I am reading today morning:
Rupee at all time lows ( DH )
On stake sale of IDBI Bank ( BS )
Double fee for not affixing FASTag ( HT )
Nifty 50 Index is a bit of a mirage ( Rediff )
Stock Talk : India Cements ( BI )
Talk on Floats ( Fundoo Professor)
The winners from US-China decoupling ( Climateer )
Oil & Gas are here to stay ( Oil Price )
The future of Blockchain Data ( Tomasz Tunguz )
Makes you think ( Morgan Housel )