Author: Raoji

Pokarna: On Mute

Links

Some stuff I am reading today morning:

13,000 Crore churn due to MSCI India Index rebalancing (BS)

Thread: The FTX drama that is blowing up Crypto (Shaan Puri)

Family Offices may shift to GIFS IFSC (FE)

Company: Sundaram Home Finance (BI)

Thread: Hyperbole of 3i Infotech (Leading Nowhere)

Rebalancing is not always optimal (Bharat Shah)

Do nothing dammit (Anand Sridharan)

Valuations of early stage startups are holding up (Institutional Investor)

META: Corporate Governance (Aswath Damodaran)

Changing world order is approaching Stage 6 (Ray Dalio)

NBFCs

Interesting to see the Chief Risk Officer report directly to the legendary TTS of Sundaram Finance

Letters