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 )
Some stuff I am reading today morning:
Standard Chartered Bank to sell entire CDSL stake ( BW )
Lumpsum flows into Equity MFs spike ( BS )
Adani Ports acquires Gopalpur Ports ( Rediff )
Kalyani family dispute escalates ( FE )
Mega Monetization by Tata Sons ( NDTV Profit )
Startup Funding in India slows ( Fortune )
Company : Mazagon Dock Shipbuilders ( Forbes )
Tesla : The market is wrong ( II )
The roaring 20s are back ( Common Sense )
Making money in a recession ( DR )
Some stuff I am reading today morning:
US Govt sues Apple ( Fortune )
Bima Sugam to become reality ( NDTV Profit )
What’s happening in mid and smallcap stocks? ( Forbes )
A Big Week for Big Tech ( Irrelevant Investor)
On Personal Income Taxes ( Bala )
Are Index funds propping up the US stock market ? ( Common Sense )
The Cadence of Alpha ( Capital Gains )
Lessons from market crisis ( Pari Passu )
Charlie Silk’s 150 Bagger ( Microcap Club)
Smart words from Smart people ( Morgan Housel )