Some stuff I am reading today morning:
Vodafone Idea to raise 4,500 Cr (MC)
India accuses Huawei of tax evasion (CNBC)
Reliance Retail acquisition spree (Fortune)
Thread: HDFC Group Cos (Aditya Shah)
Stock Talk: GMDC (BS)
Letter to Investors-Prataap Snacks (Equirus)
Set the bar high for margin of safety (Sid Choraria)
Russian Equities are “Un Investible” ( Big Picture)
On Autocracy Risk (II)
Preparing for a wider range of outcomes ( Ben Carlson)