Some stuff I am reading today morning:
Reliance’s aggressive plans for beauty space ( Fortune )
SEBI tightens FPI disclosures ( BT )
IPO Watch : Cyient DLM Ltd ( Arun Kejriwal )
Why are online pharmacies bleeding ? ( Forbes )
Thread : On VC funding ( Nithin Kamath )
Artificial Intelligence as a mega force ( II )
The power of doing nothing ( Guy Spier )
What do you believe ? Why ? ( Big Picture )
A few Questions ( Morgan Housel )
Portfolio Theory ( Seth Godin )
Some stuff I am reading today morning:
Bank Nifty Expiry back on Thursday (BSE)
Tata Tech gears up for IPO (MC)
Gujarat’s MSMEs reel under loss of demand (Forbes)
Prosus slashes valuations of Byju’s by 75% (BW)
Regulatory woes hit e-pharma sector (Rediff)
Sanjiv Mehta signs off from HUL (FE)
How to report foreign stocks in income tax returns (Mint)
New Asset Class: Senior Living (BI)
Commodities Diversification: Is it worthwhile? (Monevator)
Reality as reassurance (Seth Godin)
Some stuff I am reading today morning:
7 cos have IPOs this week (Fortune)
IPO Watch: ideaForge (Arun Kejriwal)
IPO Watch: Cyient DLM (MC)
Tax Evasion at Shree Cements (Money Life)
Why Amazon,Google raised their India bets (Rediff)
Company: Siegwerk India (BI)
Have debt , won’t pay (Bala)
AI’s winners, losers and wannabes (Aswath Damodaran)
Do private investments belong in a diversified portfolio? (Morningstar)
Malthus and the misallocation of Capital (The Market)
Some stuff I am reading today morning:
India poses serious threat to Middle East aviation hubs (SCMP)
Google investing $ 10 Billion in India’s digitisation fund (Rediff)
IPO Watch: ideaForge (MC)
Company Watch: VA Tech Wabag (BI)
Sector Watch : Micro Finance (FE)
On investment firms, brand & reputation (Anand Sridharan)
Markets will pivot (TRB)
What can the CIA teach investors? (BI)
How Returns happen (Fortunes & Frictions)
Munger on AI (CNBC)
Some off beat reads for the weekend:
Biden embraces Modi (RT)
Operation Meghdoot (PeepulTree)
1988 Convocation speech of Dr V Kurien at IIM-A (Vrikshamandir)
Indian Engineers don’t want to do Engineering jobs (IE)
Dystopia in Manipur (Print)
Syria & Pakistan: From Narco states to terror (TOI)
India-Pakistan relations (Dawn)
UAE takes partial control of Karachi port (Crisis)
Europeans want to fight to the last American (AC)
Gibraltar as a major NATO spy base (Declassified UK)
AI is a lot of work (Verge)
Britain’s Labor Revolt (Jacobin)
The answer is better gangs (Palladium)
My job as a Yoga teacher was more toxic (Daily Mail)
Travelogue: Gems of Konkan (Team BHP)