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Weekend Mega Linkfest: 06 April, 2023

Some off beat reads for the long weekend:

Israel’s Judicial Reforms: Lessons for India (Abhijit Iyer Mitra)

The fantasy world of Rahul Gandhi (Open)

Russia’s response to NATO expansion (WarOnTheRocks)

Xi & Putin bury Pax Americana (Cradle)

Tibet, China & the violent reaction of a wealth elite (Esha)

Pakistan’s Taliban dilemma (Crisis)

The last of the Hazaras in Pakistan (Dawn)

State of Democracy in US (MFA-China)

South Africa’s illegal gold mines (New Yorker)

Thread: What is Woke? (David Boxenhorn)

Preachy advertisements target only Hindu festivals (Ashwin Sanghi)

Thread: Guru Bangla Sahib (True Indology)

India’s 10,000 forgotten mansions (BBC)

Thread: Operation Brasstacks (Siddharth)

Thread: Dam Dam Mast Kalander (Punnu Khan)

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Linkfest : 06 April, 2023

Some stuff I am reading today morning:

RBI to hike 25 bps today ( FE )

Delhi wants RBI to focus on inflation ( BS )

TTK Healthcare to delist ( BSE )

Hero Motocorp launches VRS for entire staff ( BT)

Hot summer to boost AC sales ( Fortune )

Thread : Pakistan’s economy is going off the rails ( Atif Mian )

Rise & rise of Fintech ( BI )

Why the panic is just beginning ( DR )

The Index Mindset ( Better Letter )

Who says you can’t time the market? (Felder Report )

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Linkfest: 05 April, 2023

Some stuff I am reading today morning:

Shareholders Lock-in set to open for 33 Cos (Forbes)

Phone Pe rings in ONDC with ‘Pincode’ (Fortune)

More upsides ahead for Coal India (Rediff)

How to win at investing (S Naren)

JP Morgan Letter to Shareholders (Jamie Dimon)

Skewness of trading strategies (PAL)

REITs & the elephant in the room (The Market)

Star Analysts think they know better (Klement)

EM Equities have best return profile in 20 years (II)

The Inside of the Stock Market is suggesting hard landing (Felder Report)

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Linkfest: 04 April, 2023

Some stuff I am reading today morning:

Oil prices soar (Oil Price)

Real estate cos don’t want RBI to hike (Fortune)

Hero Electric sells 1L EVs second year in a row (FE)

A ‘crash’ course in valuations for Byju’s (Fortune)

All about Mahila Samman Savings Certificate (Basu Nivesh)

Richard Branson’s Virgin Orbit collapses (The Street)

All you need to know to build generational wealth (Big Picture)

The Zombification of Corporate America (Akash Kanojia)

China grants Billions in Bailouts (FT)

Don’t be stupid (Better Letter)

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Linkfest: 03 April, 2023

Some stuff I am reading today morning:

RBI likely to hike repo rates by 25 bps (Fortune)

Auto cos report best ever performance (Rediff)

Why PPF interest rate not increased? (Basu Nivesh)

Startup: Blu Smart (CNBC Awaaz)

Spotify is hitting high notes in India (Forbes)

How to do Business Analysis of thermal power plants (Dr Vijay Malik)

Beware the private markets pedestal (Real Returns)

Charlie Munger in conversation with Todd Combs (Singleton Prize)

Ground Report from China (Arisaig Partners)

Mental Liquidity (Morgan Housel)