Author: Raoji

Some stuff I am reading today morning:

Retail Inflation rises to 6.52% in January 2023 (BW)

Nissan, Renault to invest $600 Million in India (CNBC)

Yes Bank approaches Supreme Court on AT-1 Bonds (BS)

Pakistan is on the brink (FT)

Analysing Nepal’s financial crisis (ORF)

Thread: When Adarsh Balak meets Finfluencer (The Kaipullai)

Interview with Holcim CEO Jan Jenisch (The Market)

Best Performing Value MFs (Ngen Research)

Central Bank Gold buying spikes by 152% (Oil Price)

Where to find great businesses of the future (Terry Smith)

Some stuff I am reading today morning:

Barings PE to sell stake in Coforge (BS)

Interview with Rajiv Jain, CIO GQG Partners (The Market)

Thread: Repo rate explained (Swapnil Kabra)

2023 outlook for Emerging Markets (Ashmore)

Thread: How to save taxes after selling property (Chirag Chauhan)

ChatGPT is a blurry JPEG of the Web (New Yorker)

Why we still believe in concentrated investing (Oakmark)

The Buffett formula of becoming smarter (FS)

Deep Dive: Japanese Trading Cos (Value Punks)

Risk & Regret (Morgan Housel)