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Cashing Out
Author: Raoji
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Linkfest: 20 March, 2023
Some stuff I am reading today morning:
UBS buys Credit Suisse (CNBC)
Adani Group suspends 34,900 Cr petchem project (MC)
SEBI doesn’t want Founders to own stock options (BS)
FOMC Meeting on March 21-March 22 (FE)
Sector Watch: FMEG (Rediff)
Nominations-Do it or else (Bala)
Unpacking the ONDC Opportunity (Antler)
What went wrong at Credit Suisse (Adam Tooze)
Jerome Powell should be fired (Michael Green)
Interview with Marko Papic (The Market)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
India’s rampaging rise (The Telegraph)
The Chart that’s terrifying US markets (AI)
Yes Bank: Yearning for freedom (AI)
India: Option Country (AI)
India’s opaque purchases of Russian Oil (FE)
Why US regulators seized Signature Bank (CNBC)
The good news about Credit Suisse (TRB)
Risk Control (AI)
March Madness (Anand Sridharan)
The forgotten lesson of Ben Graham (Neckar)
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Mega Linkfest: 18 March, 2023
Some off beat reads for the weekend:
ED: The power of fear (Open)
Sena Vs Sena case (DailyO)
Kashmiri Jihad has disappeared (The Print)
China’s Two Front Conundrum (ORF)
Anti Black racism in Tunisia (Al Jazeera)
Britain’s backdoor Blashphemy Laws (Spiked)
Foreign mothers, Foreign tongues (Guardian)
Sindh: The Hakra & The Puran (Fifty Two)
Australia: ex PMs should take a vow of silence (SMH)
Music is dying in Pakistan Occupied Kashmir (Dawn)
Thread: Alluri Sitarama Raju (True Indology)
How anti-India USCIRF promotes Christianity (First Post)
Thread: 10 of the most beautiful roads of India (Traveling Bharat)
Drive: Winter Spiti (Team BHP)
Thread: Chapter Wise Takeaways of the Bhagawad Gita (Shweta Kukreja)
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Linkfest: 17 March, 2023
Some stuff I am reading today morning:
iPhone exports from India to cross 37,000 Cr (FE)
CEO change at TCS (BW)
Vinod Adani is part of the Adani Group (BSE)
ED conducts raids on Franklin Templeton (MC)
US big banks pledge First Republic $30 Billion in deposits (CNBC)
Another FPO for Patanjali Foods (BS)
Slowdown in India QSR (Forbes)
How Credit Suisse India is faring (BT)
The wrong way to think about moral hazard (Econ Lib)
SVB & the Wealth Creation flywheel (Ranjan Roy)