Some stuff I am reading today morning:
Mankind Pharma to list today (MC)
Nexus REIT IPO to open today (BS)
Oil Ministry recommends ban on diesel cars (Rediff)
Global rice shortage biggest in 20 years (CNBC)
Interview with Amul MD Jayen Mehta (BW)
“Glass Half Empty” Investors (Big Picture)
Deposit franchises as natural hedges (BAM)
The Free Returns party is over (Atlantic)
How Saudi Money returned to Silicon Valley (Vox)
Audio: Stanley Druckenmiller keynote speech (USC Marshall)
Some stuff I am reading today morning:
India’s imports from OPEC at all time lows (MC)
India’s fragile Middle Class (BW)
India & the new world order (Gavekal Research)
How HSBC India is gunning for growth (Forbes)
Decoding the banking crisis (Aswath Damodaran)
How to do Business Analysis of mining cos (Dr Vijay Malik)
Oil, the Market’s chew toy (Open Insights)
Full recap of Berkshire Hathaway AGM 2023 (CNBC)
Investing’s Big Blind Spot (Sapient Capital)
Maybe retiring at 35 was a bad idea (Roger Nusbaum)
Some off beat reads for the weekend:
IPL: A League of its own (Open)
Thread: Why Manipur is on fire (SS Jha)
Russia’s new vision for taking on the West (Crisis)
Iran regime change via Reza Pahlavi (TOI)
Syria-Turkiye talks depends on water (Cradle)
Its raining IMF in Suriname (Al Jazeera)
The SCO & Indian challenges (ORF)
Thread: The Fourth Laddu (The Liver Doc)
Billionaires shouldn’t exist (Jacobin)
Who are the Anglo-Indians? (Zocalo)
Thread: Hari Singh Nalwa (Sadaa Shree)
Chanakya on when the enemy is stronger (HUYF)
Thread: The incredible story of Touria Chaoui (David Zabinsky)
Drive: Char Dham Yatra (Team BHP)
Thread: Expressions of Love in Arabic (Bayt Al Fann)
Some stuff I am reading today morning:
ECB raises rates by 25 bps (BS)
Tata Play files India’s first confidential IPO (Fortune)
Challenges for Jio Financial (BT)
The mysterious Indian giant of oil shipping (Money Life)
Auto giants set their sights on India’s EV market (CNBC)
EV Ride Hailing startup Blu Smart now valued at $250 Million (MC)
ACKO & Lohum tieup for insurance of EV batteries (Saur Energy)
Startup: Skoodle (Forbes)
Second Axiom of investing (Anand Sridharan)
The Unified Content Business Model (Stratechery)
Some stuff I am reading today morning:
Fed hikes by 25 bps ( FED )
On US debt crisis (Stanley Druckenmiller)
Ajay Banga appointed next World Bank President ( MC )
ED raids Mannapuram Finance (Money Life)
Adani stocks under selling pressure (BT)
Minda Corp wants to increase stake in Pricol (FE)
On India’s rural economy (Forbes)
How bad will US Commercial Real Estate get? (Climateer)
Forget Crypto, Buy Gold (Daily Reckoning)
What happened when a company adopted AI (NPR)