Some stuff I am reading today morning:
86% of Farmer Groups supported Farm Laws (BS)
New Crypto tax clarification will kill Crypto in India (MC)
RBI: No chance of India falling into stagflation (Rediff)
Ruchi Soya OFS from March 24 (CNBC)
Tangshan, China’s biggest steel centre, affected by Covid (GT)
Maruti’s EV plans (Forbes)
Stock Talk: Piramal Enterprises (Ventura)
Market reaction to Russia-Ukraine War (Aswath Damodaran)
Keeping it simple (A VC)
Unbundling advertising (Ben Evans)
Some stuff I am reading today morning:
Diesel prices for bulk users hiked by 25 Rs/Litre (Rediff)
FY22 direct tax collections beat estimates (Fortune)
I-T Dept finds undisclosed income of 224 Cr at a startup (BS)
The State of Software (Voss Capital)
Thread : Analyzing a real estate co (Mihir Patki)
How to do business analysis of Pharma cos (Dr Vijay Malik)
The inside story of Facebook Marketplace (Deb Liu)
Paradoxes of Life (Sahil Bloom)
Wise words from Walter Schloss (Novel Investor)
A fool and his gold (Doomberg)
Some off beat reads for the long weekend:
10 reasons why Zelensky is no hero (Leon Kushner)
Vladimir Putin has fallen into the Dictator trap (Atlantic)
China’s choice in the Russo-Ukrainian war (Hu Wei)
The CIA may be breeding Nazi terror in Ukraine (Jacobin)
Ugly truths in times of war (Al Jazeera)
Much of the world is ambivalent about the Ukraine war (TOI)
Thread: Russian Economy is run by Mafias (Kamil Galeev)
German Pacifism is dead (Unherd)
The Revenge of History (Spiked)
Kenya’s quiet slide underwater (Guardian)
Modi & the Monk (Open)
Interview with Arif Mohammed Khan (First Post)
This Congress Leadership is keeping BJP in power (Vir Sanghvi)
Political violence in West Bengal ( Prabhanu Das)
Thread: Sonia Gandhi headed a NGO whose goal was ‘Free Kashmir’ (Vijay Patel)
Some stuff I am reading today morning:
Fed hikes rates ( CNBC )
Edible oil prices may hit new highs (FE)
Jet Fuel prices hit all time highs (Rediff)
Maruti Chairman against EVs (CNBC)
Ignore macros at your own peril (Intelsense)
Interview with Anoop Bhaskar (Ventura)
Thread: On Carbon Credits (Mudit Maheshwari)
The greatest investment of all time (Sid Choraria)
Don’t be deceived (Humble $)
A reshuffling in real assets (Massif Capital)
Some stuff I am reading today morning:
Crude oil falls below $95 (Reuters)
PLI scheme for auto attracts 74,850 Cr investment (Fortune)
No proposal to revamp capital gains taxes (CNBC)
Investors rush for TCS buyback (BS)
MNC e-commerce giants violating FDI norms (Rediff)
Blinkit to merge with Zomato (BT)
No respite for Paytm (Forbes)
The US economy is stalling out (DR)
London Stock Exchange has damaged its credibility (Doomberg)
In a first for India, Orai Robotics gifts NFTs to employees (FE)