Categories
Links

Mega Linkfest: 17 November, 2023

Some off beat reads for the weekend:

Pakistan’s mass deportation of Afghans (Crisis)

Hamas is Holy in Kerala (Colonel S Dinny)

Gaza sliding into ‘Hunger Hell’ (Arab News)

We will pay the price of being alone (Times of Israel)

The coming War in the Caucasus (American Conservative)

The RAW Escapades (Pak Tribune)

How China is responding to decoupling of the West (ORF)

Rishi Sunak at bay (Open)

How multiculturalism fuels hate (Spiked)

Nitrogen wars in Netherlands (Guardian)

Canada: The Crescent & the Hammer (Rair Foundation)

Thread: Mohammad Usman (Paperclip)

Thread: Vishnu Ganesh Pingley (Arya Anviksa)

Thread: Dutch Colonizers in Tamil Nadu (Tamil Labs 2.0)

Drive: Alaska (Team BHP)

Categories
Links

Linkfest: 17 November, 2023

Some stuff I am reading today morning:

RBI tightens norms for Consumer Credit (RBI)

Softbank to sell $150 Million of Delhivery stock (MC)

Global investors look towards India (Morningstar)

Company: Alkem Labs (Forbes)

Stock Talk: Welspun Corp (BS)

Sector: Defence Stocks (FE)

Rise & Fall of Subrata Roy (Rediff)

Interview with Nilesh Shah (BT)

On fund manager selection (Investment Ecosystem)

Blockchains as platforms (Not Boring)

Categories
Links

Linkfest: 16 November, 2023

Some stuff I am reading today morning:

India, US, 12 other countries sign IPEF pact (Rediff)

ONGC plans to invest 1 Lakh Crore (MC)

RBI orders Bajaj Finance to stop disbursing some loans (Fortune)

Tata Technologies shares ‘suspended’ in unlisted market (BT)

AIF investors in a bind over demat conversion (BS)

Technicals: Its all about Heavies underperformance (Nooresh)

Startup: Cashify (FE)

Investing Behavioral Hacks (Big Picture)

Europe’s economic problems are far bigger (Reuters)

Why investors are not excited about China (Morningstar)

Categories
Links

Linkfest: 15 November, 2023

Some stuff I am reading today morning:

MSCI recast today (MC)

Centre to begin auction of 20 critical minerals (FE)

Thread: US Inflation is receding (Justin Wolfers)

UBS expects Fed to cut rates by 275 bps in 2024 (CNBC)

Stock Talk: Adani Wilmar (BT)

Thread: Electrosteel Castings (Raghav Wadhwa)

Interview with deep value investor Rich Pzena (Ioandc)

Spotlight: Indian Whiskey (Forbes)

Diversification is not a ‘free lunch’ (BI)

Tech is going to get much bigger (Not Boring)

Categories
Links

Linkfest: 14 November, 2023

Wishing readers a Happy New Year !

Some stuff I am reading today morning:

Tata Technologies to go public (MC)

Dabur Burmans accused in Mahadev betting case (BT)

India’s retail inflation drops to 4.7% in Oct (Fortune)

Sector: EV Battery Recycling (Down to Earth)

Thread: Trading strategies on Zerodha (Aamodh)

Thread: The importance of ROIC (Kevin)

The rise of luxury homestays in India (Forbes)

A closer look at Chinese solar industry (Hosking Partners)

Annus Horribilis for Startups (The Information)

Discount rates in Venture Backed startups (Reaction Wheel)