Some stuff I am reading today morning:
Retail Inflation hits 2 year low (BW)
India’s GDP reached $3.75 Trillion (Fortune)
Gujarat braces for cyclone ‘Biparjoy’ (BS)
SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)
Stock Talk: Hindustan Aeronautics (Forbes)
Interview with Abhisar Jain (ET)
Will Tatas steal the semiconductor show? (BI)
The day the Treasury topped (TRB)
The 8 Fundamental Investing Mindsets (Portfolio Charts)
The great $ paradox (DR)
Some stuff I am reading today morning:
Peak power demand touches new high (FE)
Sequioa Capital to sell entire 10% stake in Go Fashion (BT)
What’s behind India’s milk crisis? (Fortune)
Bank: Capital Small Finance Bank (BI)
Interview with Kenneth Andrade (MC)
Stock markets back in Fantasyland (Herb Greenberg)
75 D2C Brands that are disrupting India’s consumer market (Inc42)
Whisky & Oranges & Coinbase (Net Interest)
Crypto Inc is illegal now (Axios)
Wealth: 5 Formulas & a Receipe (Sapient Capital)
Some off beat reads for the weekend:
India asserts global standing (RT)
Canada’s Indira Gandhi assassination parade (ORF)
Vedantic Realpolitik (American Conservative)
The United States Vs Donald Trump (Politico)
How Erdogan held on to power (Dawn)
Why Imran Khan has disappeared from Pakistan’s media (BBC)
Who is looting Yemen’s oil? (Cradle)
Behind the renewed troubles in North Kosovo (Crisis)
When Thatcher met Mandela (Declassified UK)
Why nobody finds the opulent new Parliament vulgar (Mint)
Massacre of Mandayam Iyengars by Tipu Sultan (The Commune)
Chasing Buddhas across Bihar (Lounge)
The 1,700 year legacy of Korean temple cuisine (BBC Travel)
The real story behind ‘Ponniyin Selvan’ (Peepul Tree)
Auto: Maruti Jimny Vs Mahindra Thar (Team BHP)
Some stuff I am reading today morning:
RBI signals long pause (FE)
Guidelines on Default Loss Guarantee in Digital Lending (RBI)
Corporate earnings growth to drive next leg of market rally (Rediff)
DS Group & its sugar coated FMCG gambit (Forbes)
The rise & rise of Indian Art (Fortune)
Startup: Medulance (BI)
Elon Musk has a blunt message for Nvidia (TS)
Sentimental cycles created by institutional investors (Klement)
Why AI will save the world (Marc Andreesen)
ROIC & the investment world (Michael Mauboussin)
Some stuff I am reading today morning:
Indices near all time highs (BS)
Monsoon onset in next 48 hours (FE)
On the NSE Co Location scam (Money Life)
Company: Coal India (BI)
Stock Talk: Centum Electronics (Intelsense)
Startup: Garuda Aerospace (Forbes)
Is this a new bull market? (Ben Carlson)
Why should I hold stocks? (Irrelevant Investor)
Geography is destiny (Daily Reckoning)
Falling behind (Seth Godin)