Some stuff I am reading today morning:
US President Biden in India today (MC)
India’s policy contradictions (CNBC)
Foxconn Chief excited about India (Rediff)
L&T wins $4 Billion order from Saudi Aramco (BS)
Why FMCG cos want a bite of Haldirams (FE)
Bubbles & Bubbles (Irrelevant Investor)
Sing me a song of valuation (Wisdom Tree)
The rise & fall of ESPN’s leverage (Stratechery)
Even if you knew the future (Microcap Club)
Respect & Admiration (Morgan Housel)