Some stuff I am reading today morning:
Iran attacks Israel (Jerusalem Post)
BJP Manifesto for 2024 General Elections (BJP)
iPhone exports cross $10 Billion (BS)
Domestic cyclicals to drive earnings growth (FE)
FPO: Vodafone Idea (HT)
Why Adidas is betting big on Indian cricket (Forbes)
The curious case of Anil Ambani’s Delhi Airport Metro (Money Life)
Gold to continue record breaking streak (MC)
Iran’s rial plunges to record low (CNBC)
Investment Beliefs (Better Letter)
Some off beat reads for the weekend:
The death of Deloitte (Emergence)
Is Israel-Iran war inevitable? (TOI)
Why India & Israel deal differently with terror (Abhijit Iyer Mitra)
Ukraine fatigue (RT)
Irish reunification on the horizon (Declassified UK)
Danger for Lebanon’s Christians (Arab News)
Water War: Egypt Vs Ethiopia (Al Majalla)
Jordan cracking down on Gaza support (Cradle)
Enigmas of Ecuador (Baffler)
Zionism killed the Jewish Muslim world (Jacobin)
The Art Fraud that shook the world (Walrus)
Thread: Cholas in Cebu, Philippines (Itihasika)
India’s electric rickshaws (ROW)
Jeep Compass: 5 Year Ownership Update (Team BHP)
Thread: Peter Padukas of Goddess Meenakshi (Sharmishta Sharma)
Some stuff I am reading today morning:
India-Mauritius amend tax treaty (NDTV Profit)
India household savings plummet to record lows (BW)
IPOs in FY25 can hit 1 Lakh Crores (Rediff)
The Phalodi Satta Bazaar (FE)
China reacts to PM Modi’s comments (BT)
10 ways Iran can attack Israel (Jerusalem Post)
Costco’s Gold Bar Bonanza (Oil Price)
Bitcoin can hit $1 Million (The Street)
Buffett: Holding on to losers (AM)
CEO Letter to Shareholders (Jamie Dimon)
Some stuff I am reading today morning:
Modi & the unstoppable rise of India (Newsweek)
India can grow fast with or without Modi (Reuters)
Elon Musk to visit India (BS)
Hot US inflation data spooks markets (CNBC)
Railways may not meet 2030 freight target (Rediff)
Supreme Court’s decision against Reliance Infra (NDTV Profit)
Startup: Mokobara (Forbes)
Commodity: Silver (Katusa)
The Opportunity in Japan (Hosking Partners)
China’s real estate tycoons lost $100 Billion (Climateer)
Some stuff I am reading today morning:
Gold prices hit Rs.71,000 per 10 grams (CNBC TV18)
Skymet predicts normal monsoon (FE)
AGI Greenpac mislead stock exchanges (BW)
Q4FY24 Letter to Investors (Solidarity)
Q4FY24 Letter to Investors (2Point2 Capital)
Company: Super Plastronics (FE)
The case for investing in Silver (Bloomberg)
But we are long term investors (Microcap Club)
The danger of one decision stocks (AM)
On Status Games (Rad Reads)