Author: Raoji

Mega Trend : Music Streaming

Links

Some stuff I am reading today morning:

US Economy returns to pre-pandemic level (BS)

Privatisation of Govt Insurers gets Cabinet nod (Rediff)

Tatva Chintan sees best listing gains of 2021 (MC)

On AB Group’s plans for Vodafone Idea ( CNBC)

Why I exited from VST Industries (Dhiraj Dave)

How BlackBuck turned into a trucking unicorn (Forbes)

Crypto Bank Cashaa set to launch operations in India (BT)

The benefits of Sin Stocks (Alpha Architect)

The Thai Home Food Delivery Industry ( Murray Hunter )

Can’t be bearish (Irrelevant Investor)

Plug

The good folks at the Indian Investing Conclave invited me to speak on the Pre-IPO market

Its a free event and maybe well worth your time to explore a niche of the Indian Equity landscape.

Do register here if interested.

IPO

Puzzled to see complete lack of interest of Mutual Funds in this IPO

Source: NSE

Links

Some stuff I am reading today morning:

Indigo in a do-or-die situation (BT)

BPCL, LIC disinvestments by fiscal year end (FE)

The four funds which invested in Adani firms (BS)

Tanla Vs Route Mobile Q1 FY22 (Deepak Chokhani)

Betting on Beauty (Forbes)

Jeep to go electric in India (Fortune)

Peak Bull (DR)

What’s the rebalancing bonus? (Occam)

Is the end near for US-listed Chinese cos? (Institutional Investor)

13 Different Network Effects & Counting (NfX)