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Linkfest: 31 July, 2023

Some stuff I am reading today morning:

RBI likely to maintain status quo on interest rates (MC)

Nykaa faces uphill Beauty Battle (Inc 42)

On L&T’s buyback (Forbes)

BSE’s derivatives journey sees speed bumps (Rediff)

NTPC hits over a decade high (BS)

Interview with Prashant Jain (Morningstar)

Business Analysis of Jewelry retailers (Dr Vijay Malik)

Company: Steelbird (BI)

Cash as the best insurance asset (Discipline Funds)

BoJ: Owner of the last resort (Validus)

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Weekend Mega Linkfest: 28 July, 2023

Some off beat reads for the weekend:

PM Modi’s Guarantee (Narendra Modi)

One Nation, One Civil Law (Open)

Ethnic clashes in Manipur (Crisis Group)

Hunger as deadly as Bullets in Sudan (Arab News)

Pakistan & Iran’s diplomatic turnaround (Cradle)

Assessing Nepal’s deals with China (ORF)

Israel & Lebanon on the verge of War (RT)

Civil War on it’s way in Israel (TOI)

Go, Go Mexico (American Conservative)

On burning religious books (Dawn)

A funeral for Fish & Chips (Guardian)

Jungle Wedding (Outside Online)

The 1798 Egyptian Campaign (NAM)

Drive: Madhya Pradesh (Team BHP)

2023 World’s most liveable cities (BBC Travel)

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Links

Linkfest: 28 July, 2023

Some stuff I am reading today morning:

India to be world’s third largest economy by FY28 (Fortune)

India-US bilateral trade to touch $300 Billion (BW)

US Economy continues to rip (The Street)

ITC CEO on hotels demerger (MC)

Can Adani succeed at Dharavi redevelopment? (Forbes)

Company Watch: Astec Life Sciences (BI)

IPO Watch: Yatharth Hospital (Arun Kejriwal)

Sector Watch: Jewellery Stocks (Rediff)

Semiconductor shortage has turned into a Semiconductor glut (CNBC)

When the Log Rolls Over (Praetorian Capital)

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Links

Linkfest : 27 July, 2023

Some stuff I am reading today morning:

Fed hikes rates to highest level in 16 years ( BS )

The EV Universe of the Tata Group ( Forbes )

US Govt plans to break up Amazon ( Money Life )

Jio Financial Services to partner with Blackrock ( BT )

M&M takes stake in RBL Bank ( MC )

Qatar to take stake in Reliance Retail ( Rediff )

Company : Jupiter Life Line Hospitals ( BI )

The New York Tech Sector ( A VC )

8 ways you can maximize compounding ( Validea )

Choosing a Discount Rate ( Capital Gains )

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Links

Linkfest: 26 July, 2023

Some stuff I am reading today morning:

IMF revises India’s FY24 forecast to 6.1% (Rediff)

Paytm to generate free cash flow by year end (Forbes)

FED FOMC meeting begins today (MC)

India’s crackdown on Chinese firms (BT)

70% drop in funding jolts startups (Fortune)

A textbook non-recessionary bear market (Common Sense)

The Return on Hassle Spectrum (Of $ and Data)

Underperforming your own assets (Big Picture)

Panic buyers load up on rice supplies (Climateer)

The Donkey Kong $ (Urban Kaoboy)