Some stuff I am reading today morning:
Vodafone Idea to raise 4,500 Cr (MC)
India accuses Huawei of tax evasion (CNBC)
Reliance Retail acquisition spree (Fortune)
Thread: HDFC Group Cos (Aditya Shah)
Stock Talk: GMDC (BS)
Letter to Investors-Prataap Snacks (Equirus)
Set the bar high for margin of safety (Sid Choraria)
Russian Equities are “Un Investible” ( Big Picture)
On Autocracy Risk (II)
Preparing for a wider range of outcomes ( Ben Carlson)
Some stuff I am reading today morning:
Crude at $111 (Siasat)
Investors can trade in US stocks on NSE IFSC (BS)
Delhi High Court dismisses bail plea of Gautam Thapar (Rediff)
BharatPe sacks Ashneer Grover (Fortune)
Madhabi Puri Buch takes over as SEBI Chief (FE)
On the tenure of SEBI Chief Ajay Tyagi (MC)
Shorting Counts (Cliff Asness)
The year ahead in Crypto (Pantera Capital)
Interview with Sebastian Mallaby (Big Picture)
On the Energy Crisis (Goehring & Rozencwajg)
