Category: Links

Some stuff I am reading today morning:

Why is Sensex at all time highs? (BS)

Paras Defence IPO oversubscribed a record 304 times (BT)

Zee-Sony Merger – Many unanswered questions (Sucheta Dalal)

The charge of the great Indian SaaS brigade (Forbes)

Why shareholders are angry at Promoter-Directors pay (Rediff)

The making of Girish Mathrubootham (Factor Daily)

Day Zero for Freshworks ( Girish Mathrubootham )

Inside Kunal Shah’s angel investing frenzy (MC)

The rise & fall of Didi (CNN)

Absolute Unit (Not Boring)

Some stuff I am reading today morning:

10% of Freshworks employees become Crorepatis (BS)

Fed says tapering to come soon (CNBC)

All eyes on Zee Entertainment shareholders (BT)

Mumbai property registrations break 10 year record (FE)

Stock Talk: Heranba Industries (Phoenix Capital)

Its boom time for research analysts (Rediff)

7 insights when averaging up a stock (Larissa Fernand)

How ‘Buy the Dip’ generation was formed (CA)

Apple has sold 2 Billion iPhones (Asymco)

History’s seductive beliefs (Morgan Housel)

Some stuff I am reading today morning:

India warns UK (BS)

Investor ire on Zee Learn, Zee Media now (MC)

Adani to invest $20 Billion in Renewable Energy (BW)

Bajaj Finance Call snippets with Morgan Stanley (Raghav Chaudhary)

Are we nearing a capex cycle? (Multipie Social)

Why US automakers failed in India (Rediff)

Consolidation in Indian real estate is a myth (Money Life)

What does Everrande meltdown mean for China? (Michael Pettis)

What’s wrong with Gold? (DR)

A few things we learned Q2 2021 (Octahedron Partners)

Some stuff I am reading today morning:

China property fear spreads (BS)

China Credit- Writing on the Wall (Last Bear Standing)

DHFL lenders to get payment from Piramal this week (MC)

New mutual funds are hungry for a slice of the pie (Forbes)

European gas prices surge 250% (CNBC)

Is this finally it? (Doomberg)

My thoughts on US inflation (Value Investing)

TSMC: History & Strategy (Acquired)

Fire Or Ice? (Morgan Stanley)

Crypto Bezos (Not Boring)

Some stuff I am reading today morning:

Vodafone, Birla may infuse equity into Voda-Idea (Fortune)

Kitex group to invest 2,400 Cr in Telangana (IE)

Mumbai seems to have lost the airport game completely (MC)

Bollywood losses mount (MC)

Small Finance Banks: Hurt but not out (Forbes)

NFTs: Bored Ape Yacht Club (Decrypt)

Deep Dive: Ultra Jaya Milk (Asian Century)

How losing money can help you earn money (Darius Foroux)

The real cause of China’s Alibaba crackdown (Diplomat)

Is China investable? (Goldman Sachs)