Some stuff I am reading today morning:
India’s retail inflation falls below 7% (BS)
Apple launches iPhone 15 (CNBC)
E-bus tender bids to get aggressive (FE)
China solar capacity to hit 1TW by 2026 (Oil Price)
How good is Samir Arora’s returns? (MC)
Sector: Cement (Forbes)
Company: Hamdard Laboratories (Fortune)
Winning stocks keep winning (The Market)
Few losers, or more winners? (Howard Marks)
What A-Rod learnt from Buffett & Magic Johnson (The Street)
Some stuff I am reading today morning:
Nifty crosses 20,000 (Money Life)
Equity MFs register huge inflows (BT)
Did SEBI suppress facts on Adani stocks? (Rediff)
KKR to increase investments in Reliance Retail (MC)
On the Global Biofuel Alliance (FE)
Company: Vodafone Idea (Forbes)
Interview with Saurabh Mukherjea (Morningstar)
Interview with Marko Papic (The Market)
Streaming disrupts the Entertainment business (Aswath Damodaran)
China is trapped (Daily Reckoning)
Some stuff I am reading today morning:
Europe-Middle East-India trade corridor is a big deal (Guardian)
Sentiment turns stronger for steel stocks (Rediff)
Interview with Anil Goel (Akshat Jain)
Investing Journey of Rajiv Khanna (Akshat Jain)
Fireside chat with Govind Parikh (Akshat Jain)
Ahmedabad as Startup Hub (Forbes)
Nobody knows anything, John Wick edition (Big Picture)
The real Yale model (Capital Allocators)
Learning from Bernard Arnault (Masters Invest)
China’s economy is about to collapse (Empire Research)
Some off beat reads for the weekend:
Modi’s Moment at the G20 (Open)
On Saudi-India relations (Arab News)
Otto Von Bharat (American Conservative)
Taliban 2.0 (ORF)
Rising inflation hits Pakistan’s poor (Al Jazeera)
Assassinations in Gaza (Cradle)
Thread: Societies collapse without myths (Jash Dholani)
Google at 25 (Sundar Pichai)
Death on K2 (Insider)
Thread: The great Sam Manekshaw (Stavka)
Drive: Shimla & Chail (Team BHP)
Thread: On Asafoetida (Paperclip)
How bad is alcohol, really? (Walrus)
Trend: Shein plastic bags (ROW)
Thread: The best ‘Resist the Obvious’ story (Sahil Bloom)
Some stuff I am reading today morning:
US President Biden in India today (MC)
India’s policy contradictions (CNBC)
Foxconn Chief excited about India (Rediff)
L&T wins $4 Billion order from Saudi Aramco (BS)
Why FMCG cos want a bite of Haldirams (FE)
Bubbles & Bubbles (Irrelevant Investor)
Sing me a song of valuation (Wisdom Tree)
The rise & fall of ESPN’s leverage (Stratechery)
Even if you knew the future (Microcap Club)
Respect & Admiration (Morgan Housel)