Source: GMO


Some stuff I am reading today morning:
Indian stock markets moving to T+1 from today (FE)
How Adani is pulling the biggest con in Coporate History (Hindenburg)
Adani Response: Myths of a Short Seller (Adani)
90% of traders in F&O post losses (SEBI)
Zomato stock price continues to plunge (BS)
KM Birla: 5 Trends that will have a multi-year impact (BT)
Policy Bazaar after the IPO (Forbes)
The easiest way to spot a bubble (Onveston)
State of the Bubble (Jeremy Grantham)
World War III: Has it begun? (DR)
Some stuff I am reading today morning:
Bharti Airtel hikes entry-level plans to Rs 155 (BS)
Zomato stops 10 min food delivery offerings (Rediff)
Demand to cap MNC royalty payments (Fortune)
How Vistara took off to greater heights (MC)
Realty fund managers to raise record amounts (FE)
FreshDesk after the IPO (Forbes)
Interview with JP Morgan’s Marko Kolanovic (CNBC)
The art of contrarian investing (Lance Roberts)
US Recession is not inevitable (MSN)
Year End 2022 Letter to Investors (First Eagle)