Some stuff I am reading today morning:
Russian State TV says US has declared war on Russia (Newsweek)
Indian Mutual Funds are favouring more cash (MC)
Minutes of the 08 Feb RBI MPC Meet (RBI)
Minutes of the 01 Feb FED FOMC Meet (FED)
Mukesh Ambani to stream IPL for free (BS)
SEBI plans to allow perpetual funds (FE)
Why UK biz remains a drag on Tata Steel (Rediff)
Thread: Beware Madhavbaug users (Dr Prashant Mishra)
Company: Kent RO Systems (BI)
Short Termism is our default setting (Joe Wiggins)
Some stuff I am reading today morning:
Indians can transfer money to Singapore with UPI (Fortune)
Income Tax raids on Uflex (Money Life)
Implications of longer trading hours (MC)
Wall Street analysts warn on 2023 stock rally (The Street)
Stock Talk: Allcargo (Forbes)
Startup: Exzod India (BI)
Thread: Takeaways from Bengaluru Aero Show (Kiran D)
Thread: Notes from the 2023 TIA 20 20 Summut (Akshat Jain)
On Smallcap Investing (Nick Maggiulli)
Content is King again (Tidal Wave)
Some stuff I am reading today morning:
India invokes Emergency Law for coal-based power plants (Oil Price)
Tata Motors to supply 25,000 EVs to Uber (Fortune)
RBI ban on FLDG arrangement (FE)
Stalemate between Adani & Himachal truckers ends (Rediff)
The dismal reality of IIT placements (MC)
Stock Talk: Polycab (BI)
How to do business analysis of non-ferrous metal cos (Dr Vijay Malik)
Startup: Kissflow (Forbes)
Interview with Jim Chanos (The Market)
The perils of blind coat tailing (Rational Walk)
Some stuff I am reading today morning:
Startup funding becomes more challenging (FE)
Cab aggregators navigate a regulatory maze (BS)
DLF’s K P Singh on Adani controversy (MC)
Bankruptcy resolution process begins at McLeod Russel (Fortune)
Stock Talk: PDS Ltd (BI)
Transcript: Charlie Munger at 2023 Daily Journal AGM (SC)
Emmanuel Todd on the current geo-political situation (Weltwoche)
Remarks delivered at 2023 Munich Conference (George Soros)
Play Defense with your money (Darius Foroux)
Risk eats Return (Verdad)
Wishing readers on the auspicious occasion of Maha Shivratri
Some off beat reads for the weekend:
Investing in Yogi (Open)
Thread: Mitrokhin Archives on the Congress Party (Agenda Buster)
Iran’s regime is in free fall (TOI)
Pakistan shouldn’t blame the Chinese (Dawn)
UK Christianity, out with a whimper (American Conservative)
How the West used Kiev to take on Moscow (RT)
Turkey has a knack for picking the losing side (Print)
What ails Google (Praveen Seshadri)
Bengal Opium (Engelsberg)
The fight over Bettiah (Fifty Two)
Battle for Harlem (Truly Adventurous)
Thread: On how Hindus are dehumanised (Dibakar Dutta)
Varanasi: India’s holy ‘City of Death’ (BBC Travel)
Travelogue: Kudremukha (Team BHP)
Thread: Why are the ancient Greeks so important? (Cultural Tutor)