Category: Links

Some stuff I am reading today morning:

El Nino biggest immediate risk to markets ( Rediff )

Adani in talks for major debt refinancing ( FE )

HDFC merger to be completed by 20 July ( BS )

Stock Talk : Kennametal ( BI )

Why are Mutual Funds buying Mankind Pharma ( MC )

Company : Tata Advanced Systems ( Forbes )

6,500 HNIs set to flee India in 2023 ( Fortune )

Beauticians Vs Urban Company ( Inc 42 )

VCs remain confident of alternative protein cos ( Tech Crunch )

Compounding Optimism ( Morgan Housel )

Some stuff I am reading today morning:

Retail Inflation hits 2 year low (BW)

India’s GDP reached $3.75 Trillion (Fortune)

Gujarat braces for cyclone ‘Biparjoy’ (BS)

SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)

Stock Talk: Hindustan Aeronautics (Forbes)

Interview with Abhisar Jain (ET)

Will Tatas steal the semiconductor show? (BI)

The day the Treasury topped (TRB)

The 8 Fundamental Investing Mindsets (Portfolio Charts)

The great $ paradox (DR)

Some stuff I am reading today morning:

Peak power demand touches new high (FE)

Sequioa Capital to sell entire 10% stake in Go Fashion (BT)

What’s behind India’s milk crisis? (Fortune)

Bank: Capital Small Finance Bank (BI)

Interview with Kenneth Andrade (MC)

Stock markets back in Fantasyland (Herb Greenberg)

75 D2C Brands that are disrupting India’s consumer market (Inc42)

Whisky & Oranges & Coinbase (Net Interest)

Crypto Inc is illegal now (Axios)

Wealth: 5 Formulas & a Receipe (Sapient Capital)

Some stuff I am reading today morning:

RBI signals long pause (FE)

Guidelines on Default Loss Guarantee in Digital Lending (RBI)

Corporate earnings growth to drive next leg of market rally (Rediff)

DS Group & its sugar coated FMCG gambit (Forbes)

The rise & rise of Indian Art (Fortune)

Startup: Medulance (BI)

Elon Musk has a blunt message for Nvidia (TS)

Sentimental cycles created by institutional investors (Klement)

Why AI will save the world (Marc Andreesen)

ROIC & the investment world (Michael Mauboussin)