Author: Raoji

Rajapalayam: Ramco Bharose

Links

Some stuff I am reading today morning:

Market mayhem wipes off 13.44 Lakh Crore of investor wealth (Rediff)

SEBI extends deadline for client collateral (BS)

Gas supply around the world can get disrupted (CNBC)

Moody’s upgrades 2022 India GDP forecast to 9.5% (Fortune)

Sector: Cement (Dr Vijay Malik)

Shopify’s evolution (Stratechery)

Buy when there is blood on the streets (Abraham George)

Focus on what you can control (TRB)

3 Ways to win during a market correction (Ben Carlson)

Its ugly out there (Irrelevant Investor)

Inflation

Index

At its lows, the Russian Index had fallen 45% from its previous day’s close

Links

Some stuff I am reading today morning:

Thread: Ukraine at the edge of war (Max Seddon)

Mukesh Ambani: India’s green energy exports to touch $500 Billion (BS)

LIC IPO takes equity cult deeper in India (FE)

LIC- The Kamadhenu (Bala)

Stock Talk: Policybazaar (Forbes)

The case for Bitcoin as ‘digital gold’ is falling apart (CNBC)

Thread: On Tech growth post Covid (Jamin Ball)

The downside & upside to speculative investing (Morningstar)

The importance of Price Discipline (Christopher Davis)

Now you get it (Morgan Housel)