Episode 15
Investors are thirsting for shiny sectoral funds
In today’s episode, we look at 4 big stories: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the classification of gaming companies 4) Currency volumes migrate to the Singapore Stock Exchange We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/
July 11, 20246m 39s
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Show Notes
In today’s episode, we look at 4 big stories:
1) The craziness in thematic and sectoral mutual funds
2) RBI’s guidelines on interest payments will hurt banks and NBFCs.
3) The confusion over the classification of gaming companies
4) Currency volumes migrate to the Singapore Stock Exchange
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/