Some stuff I am reading today morning:
Meet Ashok Vaswani, new CEO of Kotak Bank (BT)
Cash holdings with MFs at 16 year low (Rediff)
Rural recovery for FMCG cos takes a pause (BS)
Why we didn’t invest in Raymond (Scottish Oriental)
Superlinear Returns (Paul Graham)
Gold & the Debt bubble (Sprott)
Thread: Consequences of Unicorn Debt (Aditi Shrivastava)
How to invest in times of war (Of $ and Data)
Markets have suffered a ‘sea change’ (Felder Report)
Economist PhDs are mind-bendingly nuts (Rudy Havenstein)