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)
Some stuff I am reading today morning:
Adverse election outcome could crash indices by 30%-35% (Fortune)
Reliance’s pre tax profits crosses 1 Lakh Crore (MC)
HM Amit Shah’s stock portfolio (NDTV Profit)
Stock Talk: IREDA (BT)
Startup: Rubrik (Forbes)
The art of investing in banks (Pari Passu)
Commodities are outperforming in 2024 (Capital Spectator)
The Central Bank Gold stampede (Katusa)
Investors are pulling out of risk parity funds (Climateer)
Are side hustles worth it? (RetireBy40)
Some stuff I am reading today morning:
Can India become an economic superpower? (CNN)
US Hedge Funds fight over India trading strategy (BT)
Bail for Rana Kapoor (DH)
Elon Musk postpones India visit (NDTV Profit)
My EPF Transfer journey (Jago Investor)
On Holding Co shares (Bala)
The Commodities Bull Market is here (Katusa)
The Psychology of inflation (Common Sense)
There’s no easy answer to Chinese EVs (MSN)
Memo: The Indispensability of Risk (Howard Marks)
Some stuff I am reading today morning:
Infosys ADR plunges 8% on NYSE (BT)
Govt kicks off Direct Tax Code revision (FE)
China dumping APIs in India (Fortune)
Expensive India lures investors away from China (Bloomberg)
China is peeved with Elon Musk’s pivot to India (MC)
America’s debt, World’s problem (CNN)
Market Gossip & Tales (BW)
David Samra on Swiss stocks (The Market)
What is Bitcoin meant to hedge? (Coin Desk)
The Market Size Mistake (Tomasz Tunguz)
Some stuff I am reading today morning:
Govt notifies liberalised FDI norms for space sector (DH)
Adani family infuses 20,000 Cr into Ambuja Cements (BT)
Real risk of no rate cuts till 2025 (CNBC)
F&O battle between BSE & NSE (FE)
Mercedes-Benz clocking record sales in India (Fortune)
Fallout of SC order on Reliance Infra (Money Life)
Commodity: Gold (Katusa)
Higher for Longer risk for rates (Capital Spectator)
Red Lines (Josh Brown)
Unveiling Multi-Bagger secrets (BBS)