Linkfest: 08 February, 2023

Some stuff I am reading today morning:

RBI may go for modest rate hike today (MC)

GST rate on Cement could be reduced (BS)

Adani Ports considering Rs. 5,000 Cr debt repayment (BT)

Moodys: Banks’ risks to Adani is limited (Fortune)

Bharti ARPU jumps to Rs.193 (FE)

PPFAS note on Coal India (Crazy Naval)

The AI bubble of 2023 (TRB)

How much portfolio insurance do you need? (Morningstar)

Thread: How Chandler brothers turned $10M into $5B (BB)

The four Horsemen of the Tech Recession (Stratechery)

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