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Linkfest : 08 August, 2023

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 )

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Links

Linkfest: 07 August, 2023

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)

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Weekend Mega Linkfest: 04 August, 2023

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)

Categories
Links

Linkfest: 04 August, 2023

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)

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Links

Linkfest: 03 August, 2023

Some stuff I am reading today morning:

India shines as Investment Draw at China’s expense (CIO)

28% GST on online gaming stays (Rediff)

Govt recognises 98,119 entities as startups (BS)

FAME scheme may get subsumed into PLI (FE)

On M&M’s investment in RBL Bank (Forbes)

Byju’s was a slow train wreck (Money Life)

Sector Watch: Chemicals (Fortune)

Cash is no longer Trash (Morningstar)

Stocks don’t like August (Carson)

Uncle Sam: Deadbeat (Daily Reckoning)