Category: Links

Some stuff I am reading today morning:

Market volatility at 15 month high (DH)

Oil Risk Premium wanes (Oil Price)

India could export ammunitions over 60,000 Cr (BW)

India aims to be the AI use-case capital of the world (MC)

Vedanta’s $13 Billion debt woes (Fortune)

Why foreign financial services firms have not succeeded (Money Life)

Busting the myths around Indian household debts (ORF)

Startup: The Sleep Company (Forbes)

Is it time to get bullish on China? (Sherwood)

Open Letter to Alibaba Group (Sid Choraria)

Some stuff I am reading today morning:

Israel launches strikes on Rafah ( CNBC )

BSNL to roll out 4G services across India (HT )

Household savings plunge to 5 year lows ( FE )

The 100 Day agenda of Modi 3.0 ( Fortune )

MF stake in listed cos at all time highs ( DH )

Boom Time for Breweries ( Rediff )

Concerns about SEBI regulations on market rumours ( Leap )

Gold is over valued now ( Market Watch )

The boom in Zero Day options ( Yahoo Finance )

How to find a partner like Charlie Munger ( Alchemy )

Some stuff I am reading today morning:

Indian economy is doing well, but not many Indians are ( IF )

Whither India-China trade? ( FE )

Senior executives resign from Paytm ( BS )

Governance deficit at Linde India ( Money Life )

Interview with Taher Badshah ( Forbes )

On investing in startups ( DH )

Munger & how not to invest ( Morningstar)

Full recap of Berkshire Hathaway AGM ( CNBC )

Tempering FOMO through diversification ( FB )

The Biggest Investor in the world ( Net Interest )

Some stuff I am reading today morning:

Apple announces largest buyback in US history (CNBC)

India’s IPO market set to break May jinx (BS)

RBI lifts restrictions on Bajaj Finance (FE)

Bloodbath in the solar sector (PV)

Final order in the matter of Manpasand Beverages (SEBI)

Commodity: Silver (DR)

Bull Case for Commodities (Felder Report)

China’s experiment with Capitalism has failed (The Market)

They just wanna sell you a bond fund (Bill Gross)

Inverting the Vex (Seth Godin)