Author: Raoji

Some stuff I am reading today morning:

Highlights from FM’s press conference yesterday (FE)

Who will rescue the Public Sector Banks? (MC)

MFIs to benefit from FM’s measures (Mint)

Indian steel makers double down on exports (Mint)

Is Reliance beating its Cost of Capital? (Zaid Munshi)

US planning move to manufacture essential drugs in US (CNBC)

The lesson of history (Peter Bernstein)

A key lesson about Trading (JFA)

Why assets will crash (DR)

Interview with Stanley Druckenmiller (ECNY)