Some stuff I am reading today morning:
Action against Paytm Payments Bank ( RBI )
Paytm response to RBI restrictions ( BSE )
Interim budget today ( Forbes )
US Fed keeps rates unchanged ( BS )
US Fed unlikely to cut rates in March ( CNBC )
Saudi Arabia’s capacity U Turn ( Reuters )
Mad market or Sad Market ( Nooresh Merani )
On Animal Spirits ( Jim Chanos )
Big Tech’s AI Hype Machine ( Felder )
The Thin Line ( Ted Lamade )
Some stuff I am reading today morning:
All eyes on FED meeting (CNBC)
IMF raises India’s 2024 growth forecast to 6.7% (BT)
Tata Motors overtakes Maruti Suzuki’s market cap (Fortune)
Swiggy FY23 losses exceeds 4000 Cr (NDTV Profit)
Fidelity cuts Meesho valuation further (FE)
Why Lithium prices crashed by 80% (Oil Price)
On US response to American deaths in Middle East (Politico)
Jamie Dimon’s $4 Trillion machine (NY Mag)
A good idea, well executed (Seth Godin)
Research: Institutions are slow to sell (Alpha Architect)
Some stuff I am reading today morning:
On Budget 2024-25 (Forbes)
LIC’s proposed stake buyout in HDFC Bank (MC)
Stock Talk: Concor (Yatin Mota)
On India’s nuclear power plans (Power)
SIP is powering India’s Mutual Fund Industry (BS)
Byju’s rights issue at 99% lower valuations (FE)
1992- India’s original Fintech Moment (BW)
Interview with Bryan Whalen (The Market)
The bête noire of private equity (II)
One step closer to War (DR)
Some stuff I am reading today morning:
FPIs sell heavily in Jan ( BT )
Time to book profits in mid & smallcaps ( Rusmik Oza )
Fractional Ownership in Real Estate ( Bala )
India’s palm oil industry (Carbon Copy)
Company: Puravankara ( BI )
Parking Wars in India (NDTV Profit)
My Twelve Sell Rules (The Market)
Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)
Collapse of the US rooftop solar industry (Time)
Fraud in Asian Stocks ( ACS )
Some stuff I am reading today morning:
Microsoft hits $3 Trillion market value (BS)
Indian cos can directly list on GIFT IFSC (BT)
China Bulls are paying a heavy price (Straits Times)
Stock Talk: Paytm (Forbes)
United Spirits backs growth guidance (NDTV Profit)
Company: Stanley Lifestyles (BI)
Real Estate: Ayodhya (MC)
Alternative Investing: Invoice discounting (Good Moneying)
When to sell and not sell your high flying investments (Tom Gayner)
The art of looking stupid (Palm Valley Capital)