Some stuff I am reading today morning:
Tatas to invest 42,500 Cr in UK (BS)
FMCG lines up 17,200 Cr in Capex (FE)
Late Filing Consequences (BW)
Being non-compliant with rules in India (Money Life)
Foreign investors are favouring India over China (Forbes)
You missed the rally (Douglas Boneparth)
Silicon Valley’s entire business model is a scam (BI)
Buffett’s bet on Old Energy (Kingswell)
Appropriate Tension (Seth Godin)
Rich and Anonymous (Morgan Housel)
Some stuff I am reading today morning:
Special pre-open session for Reliance Industries (MC)
Outward remittances surge to $2.9 Billion in May (Rediff)
Its raining orders for small electric bus manufacturers (FE)
Total Energies signs $27 Billion deal with Iraq (Oil Price)
Technical outlook on the markets (Nooresh Merani)
Mid-Year assessment for 2023 (Aswath Damodaran)
Market’s rise has nothing to do with earnings growth (Axios)
Why I am bearish over the remainder of 2023 (Real Money)
The market will regularly tell you’re an idiot (Seth Klarman)
Without the bad parts (Seth Godin)
Some stuff I am reading today morning:
Sheela Foam to buy Kurlon for 2,150 Cr (Tribune)
20% Ethanol blending in Petrol by 2025 (Fortune)
The rise of Angel Networks in India (Inc42)
Interview with Temasek on India plans (MC)
Interview with Marko Papic (The Market)
How to get rich in the markets (Big Picture)
A blueprint for 10 Baggers (BBS)
Why is the stock market so strong (Daily Reckoning)
Warning Indicators (Katusa)
Some of our best businesses don’t grow (Buffett)
Some stuff I am reading today morning:
FPIs continue to bet on Indian Equities (MC)
India’s exports dip (Fortune)
US Treasury Secretary Janet Yellen on India (FE)
India’s Social Stock Exchange (Forbes)
US office real estate (CFA Institute)
3 overrated financial concepts (Ben Carlson)
Slow Burn Minsky Moments (James Montier)
The high price of low volatility (Bill Nygren)
Filtering the ideal funnel (Neckar)
And yet I did okay (Humble $)
Some off beat reads for the weekend:
Lord Rama’s homecoming (Open)
ISRO launches Chandrayaan-3 (Mint)
India is the breakout partner for the US (ORF)
Europe clamors for greater India ties (Arab News)
Why India chose Rafale (India Today)
On Prigozhin’s Mutiny (Larry Johnson)
Foreign mercenaries in Ukraine (RT)
How Hip Hop fuelled Egypt’s revolution (Guardian)
Caught in the India-Pakistan Crossfire (Dawn)
The patriotism of ethnic minority Britain (Spiked)
Qatar Vs Gulf Powers (Crisis)
Hezbollah at the gates of the Gallilee (Cradle)
Thread: 10 insights from Napoleon (Jash Dholani)
Thread: Indian Soldiers in Beijing (Paperclip)
Thread: 2022 Convocation Address at GNLU (Live Law)