Some stuff I am reading today morning:
No more disinvestment targets in Budget (BT)
Weak monsoon can lead to higher food prices (Forbes)
Quant MF escapes panic redemptions (MC)
Lock-in expiry to free up shares upto $12 Billion (FE)
Adani eyes airport biz IPO in 4 years (Fortune)
Solar Power-Problems of Plenty (Money Life)
Company: Raymond (DH)
Indian Family offices take leap with new found wealth (Rediff)
Henry Singleton & Teledyne (20 Punch Investments)
Return on Effort (Seth Godin)
Some stuff I am reading today morning:
India allocation soars in Emerging Markets Funds (Morningstar)
Prestige Estates to launch 5,000 Cr QIP (MC)
RIL refineries to switch to green hydrogen (Fortune)
MF Investors get worried about Groww (Money Life)
Indian Armed Forces to integrate ‘Tapas’ drones (FE)
Company: boAt (Forbes)
Commodity: Lithium (Climateer)
Notes on Flame Alumni Meet (Sahil Doshi)
Why Indian HNIs are moving to Dubai (BT)
The Ticker Trap Explained (Scheplick)
Some stuff I am reading today morning:
SEBI conducts search & seizure operations at Quant MF (MC)
SEBI’s new call auction rules for IPOs (Fortune)
SEBI set to overhaul RIA norms (FE)
Major decisions taken by GST Council (Rediff)
India & Korea plan FTA upgrade (DH)
India’s Gold Demand cools (BW)
Nifty 50, Nifty Next 50, Nifty 100 (Basu Nivesh)
The cost of becoming a doctor in India (BT)
The two types of money people (Common Sense)
Experts Vs Imitators (Farnam Street)
Some off beat reads for the weekend:
We are all Soviets now (Niall Ferguson)
The truth about Woke (Spiked)
How Ethiopia’s leader beguiled the world (Guardian)
Macron could be regime-changing himself (RT)
Pakistan: Talking to the Enemy (Tribune)
The UAE & Israel (Crisis)
Israel’s military has peaked (Cradle)
Capitalism is the real target (Clifford Asness)
Zimbabwe traditional healers are on Tik Tok (RoW)
The sordid saga of Jagan Mohan Reddy (Open)
Mahatma Gandhi was getting allowance from the British (Arunmozhi V)
Why the Brahmins of Kerala became Christians (Manu Joseph)
The American novel has a problem with fat people (New Republic)
Thread: French Revolutionaries changed the calendar (Jash Dholani)
Travelogue: Summer in Scandinavia (Team BHP)
Some stuff I am reading today morning:
India will be a $30 Trillion economy by 2050 (Gautam Adani)
The rise & rise of PSUs (MC)
Flipkart to enter Quick Commerce (BT)
India is now world’s 3rd largest airline market (Fortune)
Investors should focus on larger cement players (Rediff)
Is “Khelo India Khelo” priced in? (Kiran D)
Jimmy Zhong, the man who stole $3 Billion (CNBC)
AI: The Goldilocks Zone (Not Boring)
Deep Dive into LVMH (Quartr)
Quiet Compounding (Morgan Housel)