Some stuff I am reading today morning:
FPIs continue to bet on Indian Equities (MC)
India’s exports dip (Fortune)
US Treasury Secretary Janet Yellen on India (FE)
India’s Social Stock Exchange (Forbes)
US office real estate (CFA Institute)
3 overrated financial concepts (Ben Carlson)
Slow Burn Minsky Moments (James Montier)
The high price of low volatility (Bill Nygren)
Filtering the ideal funnel (Neckar)
And yet I did okay (Humble $)
Some off beat reads for the weekend:
Lord Rama’s homecoming (Open)
ISRO launches Chandrayaan-3 (Mint)
India is the breakout partner for the US (ORF)
Europe clamors for greater India ties (Arab News)
Why India chose Rafale (India Today)
On Prigozhin’s Mutiny (Larry Johnson)
Foreign mercenaries in Ukraine (RT)
How Hip Hop fuelled Egypt’s revolution (Guardian)
Caught in the India-Pakistan Crossfire (Dawn)
The patriotism of ethnic minority Britain (Spiked)
Qatar Vs Gulf Powers (Crisis)
Hezbollah at the gates of the Gallilee (Cradle)
Thread: 10 insights from Napoleon (Jash Dholani)
Thread: Indian Soldiers in Beijing (Paperclip)
Thread: 2022 Convocation Address at GNLU (Live Law)
Some stuff I am reading today morning:
Tesla may emerge has India’s 3rd largest car manufacturer (BT)
Patanjali Foods cancels Green Shoe option of OFS (MC)
Bosch to focus on hydrogen technology (Fortune)
Stock Talk: Five Star Business Finance (FE)
IPO Watch: Netweb Technologies India (MII)
The dancing elephant: A New India (Sunil Singhania)
Talk at MDI Gurgaon (Mohnish Pabrai)
Thread: Top mistakes to avoid while filing ITR (Sharan Hegde)
My failings as an investor (Christine Benz)
Elon Musk & Twitter (Not Boring)
Some stuff I am reading today morning:
Patanjali Food launches OFS (MC)
Online gaming industry fears lakhs of job cuts (Fortune)
IPO Watch: Utkarsh Small Finance Bank (Arun Kejriwal)
Elon Musk launches AI company (The Street)
Inflection Point in the semiconductor cycle (The Market)
Company: Gemfields (BI)
How to financially prepare for the unexpected (GenY Planning)
Bernstein on a Bullet Proof portfolio (Random Rogers)
Easy Life (Darius Foroux)
The rise & rise of Zhong Shanshan (FE)
Some stuff I am reading today morning:
GST Council imposes 28% GST tax on gaming (BW)
Impact of monsoon fury in North India (BS)
Cos that have shown consistent profit growth (Morningstar)
What went wrong at PharmEasy (Forbes)
Ride hailing startup Blu Smart takes on Uber (FT)
Thread:Bull Market still has legs (Ravi Jain)
Can Quick Commerce ever make profits (Fortune)
Trading the Night Effect (Two Quants)
Q1FY24 Letter to Investors (Solidarity)