Author: Raoji

Some stuff I am reading today morning:

India’s retail inflation rises to 7% in August (BS)

Inflation ‘collapse’ can cause global market rally (CNBC)

PLI scheme to be extended to more sectors (Rediff)

PPF interest rate could increase (FE)

Tata Consumer could buy Bisleri (MC)

Startup: Skyroot (Forbes)

Hamara Bajaj: The Secret Sauce (Fortune)

Why we don’t do more diligence (Buffett)

Interview with Kristen Bitterly Michell (Big Picture)

The MBA Indicator (Verdad)

Some stuff I am reading today morning:

Oil Prices at 7 month low (BS)

Passenger vehicle dispatches rises 21% in Aug (Rediff)

Mistrys’ Wealth tryst with the Tatas (Fortune)

Thread: Glenmark Life Sciences (Gurjot Ahluwalia)

Decoupling or outperformance by Nifty (Nooresh Merani)

Equity markets aren’t pricing in Fed tightening (Bridgewater)

On Chinese Fintechs (The Market)

Take Asymmetric Bets (Erik Torenberg)

The Illusion of Knowledge (Howard Marks)

Its supposed to be hard (Morgan Housel)