Some stuff I am reading today morning:
India’s Stock Juggernaut ( BW )
Adani to sell stake in Adani Wilmar ( BS )
Italian banks hit with windfall tax ( BBC )
Moody’s downgrades US banks ( CNBC )
WeWork may go bankrupt ( Climateer)
Company : Fusion Micro Finance ( Forbes )
Akasa Air’s Dilemma ( Fortune )
On Equity Risk Premiums ( Aswath Damodaran )
Does adding Dividend stocks improve portfolio performance? ( Morningstar)
Party is over for Chinese VCs in US ( SCMP )
Some stuff I am reading today morning:
SBI is India’s most profitable company ( BS )
Acid test for speciality chemical firms ( Rediff )
RBI likely to maintain interest rates ( BW )
Interview with Samsung India CEO, J B Park ( Forbes )
US FDA flags serious violations at Intas Pharma ( Fortune )
IPO Watch : Concorde Biotech ( Arun Kejriwal )
Mega Trend : Green Industrial Revolution ( Value Quest )
Picking businesses and not stocks ( Kiplinger )
Using options to reduce risk ( Empire )
The low stakes argument ( Seth Godin )
Some stuff I am reading today morning:
Nitin Desai criticized Edelweiss in suicide note (BT)
On ICICI-Videocon loan fraud (BT)
The dark side to Private Equity (Sanjiv Bajaj)
Regional retailers come of age (Fortune)
Sector Watch: Textiles (Rediff)
30 Startups to watch (Inc 42)
One Year Returns don’t matter (Common Sense)
Trading for a Living (WGGTB)
12 things that look less impressive as you get older (No Sidebar)
How to read (Morgan Housel)
Some off beat reads for the weekend:
Who set Nuh on Fire? (Open)
The coup in Niger (RT)
How I escaped China’s mass arrests (Guardian)
China’s dating apps tap into parental anxiety (ROW)
Why Americans left Church (American Conservative)
The new Russian ideology (Engelsberg)
How do you solve a problem like Kabul? (Dawn)
Massive outflow of youth from Nepal (ORF)
Netanyahu & the Muslim world (Arab News)
Power struggles in Egypt (Cradle)
Political Crisis in Thailand (Crisis)
The 1983 anti-Tamil pogroms in Sri Lanka (Al Jazeera)
How a Montreal copywriter swindled victims of $200 Million (Walrus)
Kaali: The Street Dog (Jabberwock)
Travelogue: Kollam to Goa (Team BHP)
Some stuff I am reading today morning:
India to grow at average 6.7% from FY24-FY31 (BT)
SEBI puts NSDL’s IPO in abeyance (MC)
Reliance Retail valued at $112 Billion (Rediff)
Interview with Sankaran Naren (Morningstar)
IPO Watch: SBFC Finance (Arun Kejriwal)
Sector Watch: Cement (FE)
Company Watch: Indigo (Forbes)
Sundaram Clayton’s complex scheme (Money Life)
Good Story & a Good Chart (The Market)
Active Management today is a single decision (Capital Allocators)