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)
Some stuff I am reading today morning:
TCS bags $ 1Billion deal (MC)
Powell expects more Fed rate hikes (CNBC)
Why Indian startups are coming undone (Forbes)
How to put Indian agriculture back on growth path (Fortune)
What role should cash play in your portfolio (Morningstar)
Indexing is well understood (Big Picture)
The changing face of American Capitalism (Jeremy Grantham)
Stock Talk: Coinbase (Yet Another Value)
Why you believe the things you do (Morgan Housel)
Project Management (Seth Godin)
Some stuff I am reading today morning:
Paytm leads $6 Billion Startup Rally (MC)
India clears Micron’s semiconductor plans (BT)
What to expect from Modi’s US visit (CNBC)
Is Modi India’s most effective post Independence leader? (GQG Partners)
Cement stocks under pressure (Fortune)
Piramals to exit Shriram Finance (FE)
Startup: Ayurveda Experience (Forbes)
Saudis Vs Oil Speculators (The Market)
Attributes of a great business (Base Hit Investing)
Hallucinations as a feature (USV)