Author: Raoji

Some stuff I am reading today morning:

Fresh stimulus before Diwali (BS)

India to regulate streaming services (Reuters)

Indigo becomes top aviation stock globally (Mint)

On Pandemic Investing (Sanjay Bakshi)

Don’t buy into the distressed home sales story (Monika Halan)

Stay away from Diwali Picks (Basu Nivesh)

Bandhan Bank aims for the big league (Forbes)

How Apple built its own chip empire (Climateer)

Value’s under performance and imminent resurgence (LT3000)

Covid-19 hospitalizations in the US at all time high (Atlantic)

Some stuff I am reading today morning:

Azim Premji is the most generous Indian (BT)

FM diktat on Rupay cards (BS)

Cracker ban spells doom for Sivakasi (Mint)

Dealers in India Vs Harley Davidson (Reuters)

Larry Fink on ESG (Morningstar)

Smile because it happened (Anand Sridharan)

Is the Internet different? (Stratechery)

The Covid rotation (A VC)

The world of short selling has got sillier and sillier (Jim Chanos)

The Biden Trade may be misguided (ZH)