Author: Raoji

Some stuff I am reading today morning:

5 Million Indians lost their jobs in July (ET)

Aurobindo Pharma develops Covid-19 vaccine (India TV)

Reliance buys Netmeds (BSE)

Embassy, India Bulls Real Estate to merge assets (FE)

Madras HC refuses to allow reopening of Sterlite plant (BS)

How China captured India’s markets (Uday Kotak)

How closed end Mutual Funds failed investors (Mint)

Shopify: Great Co, Bad Investment (Jody Chudley)

Rational Exuberance (Daily Reckoning)

The cautionary tale (Monevator)

Some stuff I am reading today morning:

What’s driving market sentiment? (Mint) (My soundbite here)

What happened in the AGR hearing yesterday (Ashmit Kumar)

HDFC Bank faces lawsuit in US (CNBC)

What a 38 year old turmeric scandal says about India (BS)

Interview with VC Japan Vyas (YS)

Pawan Munjal, hinterland hero (Forbes)

Startup Lessons from Uber (Scott Gorlick)

The flying V shaped recoveries (Common Sense)

BTC 3.0 (Adventures in Capitalism)

Investments that don’t work (A VC)