Some stuff I am reading today morning:
Petronas to invest $1.6 Billion into India’s Green Ammonia project (BT)
Dunzo revenue 226 Cr, loss 1800 Cr (MC)
Highway Construction: A bumpy ride (Fortune)
TVS Holdings: Corporate Cashtration (Money Life)
Five Options for Gold investment (BS)
Interview with Stanley Druckenmiller (CNBC)
The Bond Market’s bearish message for stocks (Felder Report)
On Electric Cars (Big Picture)
On Pricing Power (Asian Century Stocks)
Troubled waters ahead for China (Katusa)
Some stuff I am reading today morning:
FPIs bearish bets are at record levels (BW)
FMCG EBITDA margins strong despite slow volume growth (FE)
How India is rejecting China (Fortune)
Interview with Charlie Munger (Acquired)
Interview with Ian Cassel (Morningstar)
How to do business analysis of real estate cos (Dr Vijay Malik)
Is the passive investing bubble about to burst? (The Market)
On Position Sizing (Special Situation Investing)
11 things I learned about investing (Alchemy)
Confessions of a middle class startup Founder (Intelligencer)
Some off beat reads for the weekend:
Cash for MP Questions (Open)
Israel’s plan to drive Palestinians into Sinai (DUK)
Waiting for the ground war in Gaza (TOI)
Erdogan’s deafening silence on Palestine (Cradle)
How Israel reset the Energy Map (Engelsberg)
The Anglosphere’s Double Standards (Indian Narrative)
Thread: How India lost PoK (Arya Anviksa)
Nawaz Sharif’s return to Pakistan (ORF)
Pakistan Vs Afghan Refugees (Al Jazeera)
Russia’s elite is split over Israel (Jacobin)
Washington should end the Ukraine War (American Conservative)
Kadambini Ganguly: First lady graduate of Kolkata University (HUYF)
The road less travelled to the Serengeti (BBC Travel)
Historic Cricket win of Afghanistan over Pakistan (Print)
The 200 Best Inventions of 2023 (Time)
Some stuff I am reading today morning:
Markets continue to tumble (BS)
India’s economy to reach $4 Trillion by year end (MC)
Order against Baap of Chart (SEBI)
Stock Talk: Jubilant Foodworks (FE)
Interview with Jim Grant (The Market)
Key disrupters of US retirement savings (Pensions & Investments)
Fight or Flight? (Mark Newfield)
3 Traps in Investing (Flyover Stocks)
The art of smart selling (Bill Nygren)
Smart things I’ve read lately (Morgan Housel)
Some stuff I am reading today morning:
Markets may remain under pressure (BS)
Online gaming cos get GST notices of 1 Lakh Cr (Rediff)
Nestle India’s rural play (MC)
How to loot Public Sector Banks (Money Life)
Sector: Hotels (Fortune)
VC: Celesta Capital (Forbes)
Venture Debt deals largely loan driven (FE)
Understanding Investing Regime change (Big Picture)
The Truth about rapid sales growth (Onveston)
Age in Place (Morningstar)