Author: Raoji

Some stuff I am reading today morning:

India warns UK (BS)

Investor ire on Zee Learn, Zee Media now (MC)

Adani to invest $20 Billion in Renewable Energy (BW)

Bajaj Finance Call snippets with Morgan Stanley (Raghav Chaudhary)

Are we nearing a capex cycle? (Multipie Social)

Why US automakers failed in India (Rediff)

Consolidation in Indian real estate is a myth (Money Life)

What does Everrande meltdown mean for China? (Michael Pettis)

What’s wrong with Gold? (DR)

A few things we learned Q2 2021 (Octahedron Partners)

Some stuff I am reading today morning:

China property fear spreads (BS)

China Credit- Writing on the Wall (Last Bear Standing)

DHFL lenders to get payment from Piramal this week (MC)

New mutual funds are hungry for a slice of the pie (Forbes)

European gas prices surge 250% (CNBC)

Is this finally it? (Doomberg)

My thoughts on US inflation (Value Investing)

TSMC: History & Strategy (Acquired)

Fire Or Ice? (Morgan Stanley)

Crypto Bezos (Not Boring)