Category: Links

Some stuff I am reading today morning:

Reliance’s aggressive plans for beauty space ( Fortune )

SEBI tightens FPI disclosures ( BT )

IPO Watch : Cyient DLM Ltd ( Arun Kejriwal )

Why are online pharmacies bleeding ? ( Forbes )

Thread : On VC funding ( Nithin Kamath )

Artificial Intelligence as a mega force ( II )

The power of doing nothing ( Guy Spier )

What do you believe ? Why ? ( Big Picture )

A few Questions ( Morgan Housel )

Portfolio Theory ( Seth Godin )

Some stuff I am reading today morning:

Bank Nifty Expiry back on Thursday (BSE)

Tata Tech gears up for IPO (MC)

Gujarat’s MSMEs reel under loss of demand (Forbes)

Prosus slashes valuations of Byju’s by 75% (BW)

Regulatory woes hit e-pharma sector (Rediff)

Sanjiv Mehta signs off from HUL (FE)

How to report foreign stocks in income tax returns (Mint)

New Asset Class: Senior Living (BI)

Commodities Diversification: Is it worthwhile? (Monevator)

Reality as reassurance (Seth Godin)

Some stuff I am reading today morning:

7 cos have IPOs this week (Fortune)

IPO Watch: ideaForge (Arun Kejriwal)

IPO Watch: Cyient DLM (MC)

Tax Evasion at Shree Cements (Money Life)

Why Amazon,Google raised their India bets (Rediff)

Company: Siegwerk India (BI)

Have debt , won’t pay (Bala)

AI’s winners, losers and wannabes (Aswath Damodaran)

Do private investments belong in a diversified portfolio? (Morningstar)

Malthus and the misallocation of Capital (The Market)

Some stuff I am reading today morning:

India poses serious threat to Middle East aviation hubs (SCMP)

Google investing $ 10 Billion in India’s digitisation fund (Rediff)

IPO Watch: ideaForge (MC)

Company Watch: VA Tech Wabag (BI)

Sector Watch : Micro Finance (FE)

On investment firms, brand & reputation (Anand Sridharan)

Markets will pivot (TRB)

What can the CIA teach investors? (BI)

How Returns happen (Fortunes & Frictions)

Munger on AI (CNBC)