Category: Links

Some stuff I am reading today morning:

ECB raises rates by 25 bps (BS)

Tata Play files India’s first confidential IPO (Fortune)

Challenges for Jio Financial (BT)

The mysterious Indian giant of oil shipping (Money Life)

Auto giants set their sights on India’s EV market (CNBC)

EV Ride Hailing startup Blu Smart now valued at $250 Million (MC)

ACKO & Lohum tieup for insurance of EV batteries (Saur Energy)

Startup: Skoodle (Forbes)

Second Axiom of investing (Anand Sridharan)

The Unified Content Business Model (Stratechery)

Some stuff I am reading today morning:

Fed hikes by 25 bps ( FED )

On US debt crisis (Stanley Druckenmiller)

Ajay Banga appointed next World Bank President ( MC )

ED raids Mannapuram Finance (Money Life)

Adani stocks under selling pressure (BT)

Minda Corp wants to increase stake in Pricol (FE)

On India’s rural economy (Forbes)

How bad will US Commercial Real Estate get? (Climateer)

Forget Crypto, Buy Gold (Daily Reckoning)

What happened when a company adopted AI (NPR)

Some stuff I am reading today morning:

Half of America’s Banks are potentially insolvent ( Telegraph )

Go First goes bust (BT)

Electric 2 wheeler sales skid (MC)

Implosion of India’s tech startups (BS)

Apple’s Make in India bet (Forbes)

There will be significant losses (Howard Marks)

Research Report: Icahn Enterprises (Hindenburg)

Cutting your way to prosperity (Smead Capital)

AI Market Impact gets real & fast (The Street)

Intelligence Superabundance (Not Boring)

Some stuff I am reading today morning:

First Republic sold to JP Morgan (The Street)

GST April 2023 collections at all time highs (BT)

FPI investors pump in 11,631 Cr in April 2023 (Fortune)

Brookfield, Bharti close 5,000 Cr deal (MC)

SEBI’s Adani probe hits a wall (Rediff)

How metals are forging a recovery (Forbes)

Thread: Gensol Engineering (Ojas Agrawal)

Gold will be the Blowoff Valve (Zero Hedge)

Interview with Stanley Druckenmiller (You Tube)

Vietnam: A beneficiary of Foreign Investment (Palladium)