Who Wins the Race for the 'New Oil' Lithium?

Who Wins the Race for the 'New Oil' Lithium? (Outlook India)

Companies use Disclosures to Confuse and Confound, rather than to Inform (Musings on Markets)

Three Indicators of Economic Excesses (Economic Times)

HDFC AMC's Prashant Jain on Opportunity Cost and Margin of Safety (Fortune India)

The Answer to India's Supply Chain Gap (Business Line)

The Danger of Not Thinking in Probabilities (Collaborative Fund)

The Evolution of Food Delivery Platform Businesses (McKinsey)

Should Investors Worry About Excess Cash on Books?

Should Investors Worry About Excess Cash on Books?
Source: Just Dial Presentation

Nykaa Joins the Tech IPO Race

Nykaa IPO to open on October 28, price band at Rs 1,085-1,125 per share (Money Control)

Lending Caps on NBFCs may Offer Big Opportunities to Small Players (Economic Times)

India Needs to Reduce Import Dependency of Textile Machinery: Piyush Goyal (Livemint)

438 Infrastructure Projects Show Cost Overrun of Rs 4.3 Trillion (Business Standard)

Honda Motorcycle all Set to Foray into EV Segment Next Fiscal (MoneyControl)

China Expects New Covid Outbreak to Worsen in Coming Days (Bloomberg)

FPIs Remain Net Sellers in October (The Hindu Business Line)

Top 10 Internet IPOs to Watch Out: Flipkart, Paytm, Byjus, Big Basket & More

Top 10 Internet IPOs to Watch Out
Source: Business Today

The Secret to Making Better, Noise-free Investment Decisions

The Secret to Making Better, Noise-free Investment Decisions (Acquirer’s Multiple)

India Poised to Become US$ 5 trillion Economy by 2025 (ET)

Jim Chanos: China’s “Leveraged Prosperity” Model is Doomed (Institute for New Economic Thinking)

Consider your Competition (MicroCapClub)

Ignore the Price, Remember the Dividends (Of Dollars and Data)

4 Things that Will Never Change for Young Investors (A Wealth of Common Sense)

Plugging into the Future with Electric Vehicles (Thornburg)

UBS Downgrades India Citing Expensive Valuations (Mint)

India considering strategic reserve for imported coal to tackle power shortage (Mint)

The Coal Crisis in India

The Coal Crisis in India
Source: India Today

If Bitcoin Was a Company

If Bitcoin Was a Company (Ritholtz)

The Risk in Expectation Investing (Financial Times)

The Ideal Mix of Asset Classes Since 1981 (Compound Advisors)

Why Cathie Woods Remains Bullish on Tesla and Electric Vehicles (Morningstar)

Madness of Crowds Creates Opportunities for Value Investor (Acquirer's Multiple)

The Fintech Startup Challenging India's Banks (Forbes)

Hydrogen as an Alternate Energy Source (Sage One Investments)

India's Gen Next Unicorns

India's Gen Next Unicorns
Source: Forbes

India's EV Drive Gets Private Equity Boost

Private equity electrifies India on four wheels (Bloomberg Quint)

The first bitcoin futures ETF in the U.S. is set to begin trading in the week ahead (CNBC)

What the latest EV bet means for Tata Motors (Economic Times)

Drones: The human ingenuity (Business World)

How the textile sector PLI aims to solve a ‘ready-made problem’ (Swarajyamag)

China’s energy crisis to help Indian chemical, steel firms (Livemint)

India’s techies are leaving IT firms in hordes — Here’s why (Business Insider)

India most cost effective globally in rooftop solar power (Livemint)

Nykaa gets Sebi nod for IPO, may launch Rs 5,300-cr offer by month-end (Business Standard)

India's e-commerce industry set to grow 84% by 2024

India's e-commerce industry set to grow 84% by 2024
Source: Sensor Tower, Business Standard

Long Term Investors Should Listen to CEOs than Fund Managers

Terry Smith: Long Term Investors Should Listen to CEOs than Fund Managers (Trustnet)

The Worst-Case Scenario for Stock and Bond Returns (A Wealth of Common Sense)

Indian Stock Market Set to Overtake UK's (Bloomberg Quint)

Can Wind or Solar Energy Sustain Electric Mobility? (Gorozen)

Corporate Push for Olympics (Forbes)

12 Lessons from the Warren Buffett of Singapore (Farnam Street Blog)

Reclassifying Cash Flow Offers Great Investing Insights (Acquirer's Multiple)

A Much Needed Reform for India's Power Sector is Here (Business Standard)

Technology Ecosystem of Electric Vehicles

Technology Ecosystem of Electric Vehicles
Source: TCS

Air India Comes Home to Bombay House

Tata Wins Air India Bid, Ending 68 Years of Government Control (Money Control)

SEC Chief to Wall Street: The Everything Crackdown Is Coming (Bloomberg)

China's Energy Crisis Is Hitting Everything From iPhones To Milk (Bloomberg Quint)

Maruti Suzuki Sees 51% Decline in Sept Production due to Semiconductor Shortage (Livemint)

India Joins 135 Other Countries for a Historic Global Corporate Tax Pact in a Last-Minute Deal (Financial Express)

Wall Street: Hedge Funds Raise Bearish Bets at Fastest Pace in Two Years (Business Standard)

Nature Shows How this All Works (Morgan Housel)

A Journey Towards Monetary Normalisation (The Hindu Business Line)

Reliance Accelerates Push into Green Energy with Solar Deals (The Print)

LAST CHANCE: Discover a Secret Market Segment Filled With Companies That Are About to Go Viral...

Visualizing Copper's Role in a Low-Carbon Economy

Visualizing Copper's Role in a Low-Carbon Economy
Source: Teck, Visual Capitalist

Do Stocks Fundamentals Even Matter Any More?

Do Stock Fundamentals Even Matter Any More? (Market Watch)

I Collect Cashflows (Reformed Broker)

Could Green Energy Fuel a Bull Market in Commodities —and in Oil and Gas? (Institutional Investor)

Is Averaging Down a Good Investment Strategy? (Acquirer's Multiple)

Gone in a Jiffy: Mahindra XUV700 SUV receives 25,000 bookings in under an hour (Mint)

India's Pandemic Recovery Means Golden Days Ahead for Jewelers (Bloomberg Quint)

Fitch Cuts India's FY22 GDP Forecast to 8.7% (Business Standard)

SPECIAL REPORT: 3 Companies That Could GO VIRAL Very Soon...

Titan Becomes the Second Tata Group Company to Cross Rs 2 Trillion Market Cap

Titan Becomes the Second Tata Group Company to Cross Rs 2 Trillion Market Cap
Source: ACE Equity (As of 7th Oct, 2021)

How Investors Should Think About Holding Cash

How Investors Should Think About Holding Cash (Akre Capital)

Joel Greenblatt: Focus Should be on Small-Cap Stocks (Acquirer's Multiple)

Megatrend in India's Data Centres (Mint)

China's Property Default Deepens (Zerohedge)

Can Competitive Advantages Die? (Collaborative Fund)

India's Rating Outlook from Negative to Stable (Bloomberg Quint)

India's Trillion Dollar Opportunity (Institutional Investor)

Sector Wise Demand for Steel

Sector Wise Demand for Steel
Source: Abakkusinvest

All You Need to Know About Oyo IPO

What Oyo's IPO Filing Reveals About Its Business (Bloomberg Quint)

Goldman Flags $8.2 Trillion Threat Worse Than China Evergrande (Forbes)

Why Modi Govt Shouldn't Replicate China while Fancying Semiconductor Manufacturing in India (Livemint)

Indian Economy's Fundamentals Strong; Private Investment Picking Up: Arvind Panagariya (Economic Times)

Dangerous Feelings (Morgan Housel)

The Broken Clock (Nick Maggiulli)

36% of USFDA's Market Authorisations in 2020 Went to Indian Drug-Makers (The Hindu Business Line)

LAST CHANCE: Watch Rahul Shah Reveal the Top-5 10x Stocks for 2022

Visualizing the Global Demand for Lithium

Visualizing the Global Demand for Lithium
Source: Scotch Creek, Visual Capitalist

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