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Weekend Mega Linkfest: 04 August, 2023

Some off beat reads for the weekend:

Who set Nuh on Fire? (Open)

The coup in Niger (RT)

How I escaped China’s mass arrests (Guardian)

China’s dating apps tap into parental anxiety (ROW)

Why Americans left Church (American Conservative)

The new Russian ideology (Engelsberg)

How do you solve a problem like Kabul? (Dawn)

Massive outflow of youth from Nepal (ORF)

Netanyahu & the Muslim world (Arab News)

Power struggles in Egypt (Cradle)

Political Crisis in Thailand (Crisis)

The 1983 anti-Tamil pogroms in Sri Lanka (Al Jazeera)

How a Montreal copywriter swindled victims of $200 Million (Walrus)

Kaali: The Street Dog (Jabberwock)

Travelogue: Kollam to Goa (Team BHP)

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Linkfest: 04 August, 2023

Some stuff I am reading today morning:

India to grow at average 6.7% from FY24-FY31 (BT)

SEBI puts NSDL’s IPO in abeyance (MC)

Reliance Retail valued at $112 Billion (Rediff)

Interview with Sankaran Naren (Morningstar)

IPO Watch: SBFC Finance (Arun Kejriwal)

Sector Watch: Cement (FE)

Company Watch: Indigo (Forbes)

Sundaram Clayton’s complex scheme (Money Life)

Good Story & a Good Chart (The Market)

Active Management today is a single decision (Capital Allocators)

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Links

Linkfest: 03 August, 2023

Some stuff I am reading today morning:

India shines as Investment Draw at China’s expense (CIO)

28% GST on online gaming stays (Rediff)

Govt recognises 98,119 entities as startups (BS)

FAME scheme may get subsumed into PLI (FE)

On M&M’s investment in RBL Bank (Forbes)

Byju’s was a slow train wreck (Money Life)

Sector Watch: Chemicals (Fortune)

Cash is no longer Trash (Morningstar)

Stocks don’t like August (Carson)

Uncle Sam: Deadbeat (Daily Reckoning)

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Links

Linkfest: 02 August, 2023

Some stuff I am reading today morning:

Fitch downgrades US long term rating (CNBC)

Tax Filing for AY24 touches all time high (BS)

Can Jio Financial disrupt the Mutual Fund business? (Money Life)

Vanguard marks down Ola by 50% (MC)

Tiger Global’s bets in India (Forbes)

Company: Eveready (FE)

Startup: Statiq (BI)

Yes, its a bubble (Daily Reckoning)

7 things I don’t own in my portfolio (Morningstar)

The greatest investment quotes (Of $ and Data)

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Links

Linkfest: 01 August, 2023

Some stuff I am reading today morning:

Markets see flooding of a different kind (BI)

Taxation on online gaming to become more explicit (MC)

AI could affect many jobs (CNBC)

Maruti Suzuki to acquire Suzuki Motor Gujarat (BS)

AR summary: Amara Raja Batteries (Intelsense)

Startup: FreshMenu (FE)

How to find great businesses (Li Lu)

Doubling down on Meta (YAVB)

What wealth can’t buy (Morningstar)

Everything is Cyclical (Morgan Housel)