Have Institutional Investors Given up on Gold?

Have Institutional Investors Given up on Gold? (Klement on Investing)

Is your EV as eco-friendly as you thought? (ET)

Investment Textbook has Been Thrown out the Window (Howarad Lindzon)

Tesla's Trillion Dollar Moment: A Valuation Revisit! (Aswath Damodaran)

Growth Stocks are the Atrractive Defendants of the Finance World (Acquirer's Multiple)

Equity SIPs Hit a New Record High (Bloomberg Quint)

RBI Governor Sounds Alarm on Cryptocurrencies (Mint)

Zomato Invests US$ 275 m in Four Startups, Will Deploy US$ 1 bn Over Two Years (Business Standard)

Global Warming: Best Case Scenario Will Still Lead to Rise in Temperatures by 2100

Global Warming: Best Case Scenario Will Still Lead to Rise in Temperatures by 2100
Source: Statista

Fear is the New Greed in Stock Markets

Fear is the New Greed in Stock Markets (The Reformed Broker)

Polycab India's Multi Year Transformation (Forbes)

Do Interest Rates Impact Stock Markets or Economy? (Wealth of Common Sense)

Vietnam's Factories Without Workers (Bloomberg Quint)

Winners in the Global Chip Shortage (Economic Times)

China Wary Private Equity Funds Double Down on India (Mint)

India Leads the Real Time Payments Market

India Leads the Real Time Payments Market
Source: Abakkus Invest

Could NFTs be the New Digital Gold

More Indians Join NFT Gold Rush; Experts Warn of Legal Pitfalls, Uncertain Future (Money Control)

The Same Stories, Again and Again (Morgan Housel)

Power to the Absurd (Anand Sridharan)

India's Share of Exports Declines among Developing Countries in 2020 (Business Standard)

Viral Acharya: Viral Acharya says equity markets look too frothy, buoyant compared to ground realities - The Economic Times (indiatimes.com)

Paytm, Sapphire Foods, Latent View Analytics IPOs Open This Week…Details Here (Livemint)

Electric Cars See Record-Breaking Sales in India in H1 FY21-22 (Gaadiwaadi)

Here are the 33 Indian Startups that Entered the Unicorn Club in 2021

Here are the 33 Indian Startups that Entered the Unicorn Club in 2021
Source: Inc42.com

Inflation Could Mean Value Stocks' Time to Shine

Inflation Could Mean Value Stocks' Time to Shine (Wall Street Journal)

Warren Buffett, Goldman Sachs Win from Fintech Gold Rush in India (Mint)

Bill Miller: An Investor's Evolution (Neckar)

Amazon to Launch First Two Internet Satellites in 2022 (NY Times)

Avoiding Value Traps that Appear to Have a Good Margin of Safety (Acquirer's Multiple)

China Becomes the Next Big Prize for Quant Funds (Validea)

Demand for Housing Loan Coming from All Segments of Market: Keki Mistry (ET)

Ridham Desai's Bets for the New Samvat (Bloomberg Quint)

Renewables: Things Moving in the Right Direction

Renewables: Things Moving in the Right Direction
Source: Statista

IPOs Worth Over Rs 300 Billion Lined Up for November

Primary market to Sparkle with IPOs Worth over ₹30,000 Crore in November (The Hindu Business Line)

Niti Aayog, World Bank Ready Electric Vehicles Financing Push (Economic Times)

Value of FPI Stake in Indian Companies at Record Rs 55 Lakh Crore (Economic Times)

A Disturbing Disconnect between India's Real and Financial Markets (Livemint)

India Rejects Net Zero Emissions Target as Modi Heads to COP26 Climate Talks (CNBC)

Housing and Realty sector Heading into the Best of Times, says Deepak Parekh (The Hindu Business Line)

Internal vs. External Benchmarks (Morgan Housel)

5 Trends Shaping the Future of eCommerce (Visual Capitalist)

5 Trends Shaping the Future of eCommerce
Source: Logiq.com

Bajaj Bets on BET to Succeed in EV Battle

Bajaj Bets on BET to Succeed in EV Battle (ET)

Railway Ministry Withdraws 'Convenience Fee' Move After IRCTC Plunge (NDTV)

Time horizon is everything for investors (Ben Carlson)

Brazil's Stock Market Has Pretty Much Gone Nowhere for 15 Years (Sentiment Trader)

It takes Decades to Recover When the Bubble Bursts (Acquirer's Multiple)

Why Inflation Will Probably be Lower than Many Fear (Barrons)

Facebook Changes name to Meta as it Refocuses on Virtual Reality (Mint)

Any sell-off in Indian Equities is a Good Time to Buy: Chris Wood (Business Standard)

India Leading in Real Time Payments

India Leading in Real Time Payments
Source: Finshots, Twitter

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

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