Some stuff I am reading today morning:
WPI inflation hits 14.55% (Rediff)
L&T Infotech and Mindtree to merge (BS)
ED attaches Amway assets (Fortune)
India’s sugar exports exceeds 10 mn tons (BT)
More than 200 stocks hit 52 week highs (MC)
Holcim may exit India (CNBC)
On International Diversification (Rajeev Thakkar)
Startup: Purplle (Forbes)
Crypto: Solana (Fortune)
The problem with ‘Old Time Value’ Investors (Aswath Damodaran)
Some stuff I am reading today morning:
GST Council likely to end 5% rate next month (BT)
FPIs turn net sellers again (FE)
Business Analysis of Diagnostics Labs (Dr Vijay Malik)
Stock Talk: Vaibhav Global (Chirag Jain)
Learnings from Kenneth Andrade (Jatin Khemani)
Bond investing in inflationary times (Alpha Architect)
Etsy and the same of Internet fights (Forbes)
So who else can buy Twitter? (Om)
Sizing Europe’s Natural gas crisis (Doomberg)
12 Lessons from ‘Just Keep Buying’ (Mr Stingy)
Some off beat reads for the long weekend:
Frustration levels high for Chinese citizens under lockdown (Ian Bremmer)
India’s multi-aligned foreign policy (RT)
Inside Imran Khan’s anti-Americanism (Open)
Pakistan-An economic catastrophe (S Akbar Zaidi)
Bread crisis in Lebanon (Arab News)
Wine washing the Israeli occupation (Al Jazeera)
The only way Boris Johnson can survive PartyGate (Unherd)
The quest to build electric cars in Bolivia (ROW)
Saudi TV mocks Biden (Asaad Sam Hanna)
El Dorado, City of Black Gold (Aliyah Khan)
A Goan returns to Goa (Joanna Lobo)
The surviving Kashmiri Pandits in Kashmir (Karan Mujoo)
The West are just Nazis that won (Indi Samarajiva)
The racist US Professor Amy Wax (Print)
Travelogue: Kalimpong (Team BHP)
Some stuff I am reading today morning:
India retail inflation at 6.95% (FE)
US inflation rises to 40 year high (BS)
India likely to face power cuts (BT)
Indian clothing brands rush towards Russia (CNBC)
Indian refiners are not getting a good deal on Russian oil (Bloomberg)
Gautam Adani becomes 6th richest man in the world (TOI)
Microfinance 3.0 (2Point2Capital)
Staying Put (Morgan Housel)
Stock market history as a Rorschach Test (Common Sense)
Certainty in stock market is very expensive (RCM)
Some stuff I am reading today morning:
Inside Reliance’s energy transition story (BS)
Tata Motors plans to ramp up EV production (Rediff)
Godrej Group launches NBFC (FE)
Coinbase firm on India plans (Fortune)
What if Putin cuts off gas to Germany? (Spiegel)
Tax reforms required for Mutual Fund Investors (Subramoney)
Interview with Gavin Baker (The Market)
A few things we learnt in Q1 2022 ( Octahedron Capital )
The legend of Li Lu (Kalani Scarrott)
Don’t look for confirmatory evidence (Warren Buffett)