Some stuff I am reading today morning:
Centre examining China FDI in Paytm (BT)
Xiaomi protests India’s scrutiny of Chinese cos (BS)
Interview with Anil Singhvi (Forbes)
Growing unemployment in India (Fortune)
A deep dive into Paytm (MC)
Company: Ujjivan Bank (BI)
On the Magnificient Seven (Aswath Damodaran)
Why realistic return expectations matter (MF Guy)
Lessons from Ed Thorp (Moon Tower)
Just focus on the fundamentals (Albert Bridge Capital)
Some off beat reads for the weekend:
The Vladimir Putin Interview (Tucker Carlson)
Pakistani social media on elections (Tribune)
Iran’s militant empire in the Middle East (Al Majalla)
Qatar’s hand in fueling anti Semitism (TOI)
Indian Navy in the Red Sea (ORF)
Unrest in Leicester (Guardian)
Eric Zemmour exposing the Islamisation of London (Rair Foundation)
Words that kill (RT)
The Colonial genocide in Nambibia (Jacobin)
L K Advani, Bharat Ratna (Open)
Thread: The Jungle Raj of Lalu Prasad Yadav (Story Teller)
Thread: Madan Lal Pahwa (Arya Anviksa)
Road Trip: Sri Lanka (Team BHP)
Thread: The moon of Venus (Latif Nasser)
Review: Invitation to a Banquet (PSmith)
Some stuff I am reading today morning:
RBI Governor’s statement on monetary policy (RBI)
RBI on the Paytm crisis (FE)
SEBI action on experts coming on Zee Business Channel (SEBI)
Interview with Gunavanth Vaid (MC)
The mystery behind NSE phone tapping case (BW)
Why medical devises firms seek lifelines (Fortune)
White Paper on the Indian Economy (GOI)
Company: SpiceJet (Forbes)
Fairfax: The GE of Canada (Muddy Waters)
Interview with Tom Hancock (Big Picture)
Some stuff I am reading today morning:
RBI Monetary Policy announcement today (HT)
Satya Nadella on AI (BT)
IPO: Capital Small Finance Bank (FE)
Kinetic relaunches iconic Luna (BS)
Wind Power Giants warn of challenging year (Oil Price)
Interview with ChryCapital’s Kshitij Sheth (Inc 42)
Interview with Jeremy Schwartz (Big Picture)
Why you’re better off not borrowing (MSN)
Managing wealth isn’t easy (Tony Isola)
3 key investing strategies for turbulent times (John Rogers)
Some stuff I am reading today morning:
Sectors that saw the biggest Foreign outflows in Jan (NDTV Profit)
Fresh details of India-China skirmishes on Ladakh Border (Wire)
China’s tools for propping up its stock market (CNBC)
China regulator announces more curbs on short selling (MC)
Ola’s valuations slashed to $1.88 Billion (Rediff)
Top realtors go on land buying spree (FE)
Just keep buying (Jago Investor)
What type of investor are you? (BI)
S&P addiction (Investment Talk)
Letter to Investors (Greenhaven Road Capital)