Some stuff I am reading today morning:
India is now world’s 4th largest stock market (BS)
Inside story of how Zee-Sony deal collapsed (NDTV Profit)
Why did Mutual Funds bet on Zee? (Money Life)
Tech layoffs continue in 2024 (MC)
Direct Tax to GDP ratio at 23 year high (FE)
Company: MapMyIndia (Forbes)
Company: Syngene (BI)
Byju’s FY22 losses ballons to 8,245 Cr (Fortune)
6 things to know about all time highs (Carson Group)
Decoding ‘story’ (Seth Godin)
Some stuff I am reading today morning:
Second Diwali in India ( BS )
Ayodhya to see 5 Crore tourists per year ( FE )
What should be Zee’s next option? ( BW )
PM Modi’s scheme to install rooftop solar on 1 Crore homes ( MC )
China economy in bad shape ( CNBC )
Stock Talk : HDFC Bank ( Aditya Grover )
On Sukanya Samriddhi Yojana ( Basu Nivesh )
China’s population could halve by 2100 ( Asia Times )
The race to become the next economic super power ( Climateer )
Letter to Investors ( Ariel Fund )
Some stuff I am reading today morning:
Fate of $10 Billion Zee-Sony deal to be decided today (BT)
Climax nears for 11,000 Cr KK Modi Family Dispute (BW)
Corporate India on overdrive to celebrate Ram Mandir inauguration (BS)
India goes Big at Davos (CNBC)
India’s Emergence and Quest for Global Trust (Gautam Adani)
NSE continues to be world’s largest Derivatives Exchange (FE)
Company: Jyothy Labs (Forbes)
Teaching Note on Cochin Shipyard (Fundoo Professor)
The Negative Checklist (Novel Investor)
Information that would get your attention (Morgan Housel)
Some stuff I am reading today morning:
Bloodbath on Indian bourses (Rediff)
LIC overtakes SBI to become most valuable PSU (FE)
OFS in NHPC (MC)
Analysis of 2023 IPOs (Fortune)
TN town looking to exploit Russia’s egg crisis (BS)
How a Bangalore Dosa chain went viral (NDTV Profit)
Senior Citizen FDs offering 9.1% interest rates (FE)
2024: A pivotal year on the brink (Ray Dalio)
The stock market is America’s Mona Lisa (Common Sense)
Research: Trading by Corporate Insiders (SSRN)
Some stuff I am reading today morning:
HDFC Bank posts 16,373 Cr profits for Q3FY24 (BS)
Bumper Q3 results by Federal Bank (NDTV Profit)
Stock Talk: Paytm (BT)
India’s Lithium deal with Argentina (MC)
Mitsubishi to invest in World’s largest green hydrogen project (Oil Price)
‘Taxtortion’ Epidemic in New India (Money Life)
Why NRIs are returning to India in retirement (Morningstar)
Avoid Investors Who…(Investment Talk)
Grow Yourself (Microcap Club)
Annual Letter to Investors (Tsai Capital)