Some stuff I am reading today morning:
Spot Gold at record high of Rs. 66,795 (Fortune)
Turkey raises interest rates to 50% (CNBC)
Former SEBI Chief Damodaran ordered to pay 206 Crores (BW)
Minority shareholders drag Jindal Poly to NCLT (BT)
Deposit War amongst lenders to intensify (NDTV Profit)
Thread: Va Tech Wabag (Caprize)
KFC: Fried & Tested (Forbes)
Profiling a ‘Real Assets’ Portfolio (Capital Spectator)
China’s Capitalist Experiment (ACS)
Sustainability or Bust (GMO)
Some stuff I am reading today morning:
Microcap stocks in the line of fire (Rediff)
Tata Cummins start Hydrogen ICE plant (Fortune)
India’s biggest battery factory to start operations in Oct (OP)
JSW Group’s ambitious EV plans (MC)
Edelweiss & HNG Insolvency case (BW)
Company: Wagh Bakri (Forbes)
Tax: What to check before 31 March (NDTV Profit)
Willfully uninformed (Seth Godin)
Annual Letter to Investors (Giverny Capital)
FED forecasts 3 rate cuts in 2024 ( CNBC )
Some stuff I am reading today morning:
Historic pivot by Bank of Japan (CNBC)
RBI forecasts 8% growth (FE)
Smallcap Funds sit over 15,000 Cr of dry powder (Rediff)
SC summons Baba Ramdev for contempt of court (Money Life)
Zomato faces backlash over ‘Pure Veg’ fleet (HT)
Company: Borosil Renewables (NDTV Profit)
Startup: Groww (Forbes)
Explained: India Semiconductor Mission (BT)
Interview with Ramesh Damani (MC)
2024 is the Year of Humanoid Robot (The Street)
Some stuff I am reading today morning:
Tata Sons to sell 2.34 Cr shares of TCS (BT)
SEBI’s trial run of T+0 settlement (BS)
India rate cuts unlikely before June 2024 (FE)
Blu Smart to add 4000 Citroen EVs (Fortune)
HDFC Bank’s Arvind Kapil joins Poonawalla (NDTV Profit)
Bitcoin price can cross $150,000 in 6 months (The Street)
How did investors miss Byju’s red flags? (Rediff)
Notes on the Market (Prabhakar Kudva)
Diversified Portfolio > Concentrated Portfolio (Value Investing)
5 Reasons to ignore Magazine Cover Commentary (Josh Brown)
Some stuff I am reading today morning:
Adani to invest $14 Billion in Group Cos (NDTV Profit)
Closure report in rape case against Sajjan Jindal (BT)
Stock meltdown luring dip buyers (BS)
Mumbai home prices may fall (MC)
EV makers lukewarm to new subsidy scheme (Rediff)
How rooftop solar scheme will boost capacity addition (FE)
Stock Talk: Oracle Financial Services (Proinvest Nirmiti)
Electoral Bonds: Possible Quid Pro Quo (Money Life)
Interview with Juan Carlos Artigas (The Market)
On Conviction (Green Lea Lane Capital)