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)
Some stuff I am reading today morning:
10 key takeaways from Biden-Modi meet (MC)
Why GE’s deal with HAL is a game changer (Forbes)
Byju’s auditor Deloitte quits (Fortune)
Infosys to make 6x on ideaForge listing (BT)
Bribes for jobs scam uncovered in TCS (BS)
Stock Analysis: Rushil Decor (Dr Vijay Malik)
Interview with George Magnus (The Market)
US allocators grapple with the risks of investing in China (II)
Seed stage funding trends 2023 (Crunchbase)
Top Takeaways from Oaktree’s Quarterly Letters (Howard Marks)