Some stuff I am reading today morning:
Adani’s deal to buy DB Power expires (FE)
Adani Group touts very healthy balance sheet (Rediff)
MFIs set for better days (BS)
Stock Talk: KP Energy (Intelsense)
Inside Flipkart (ROW)
Charlie Munger on BYD (CNBC)
Softbank halts new funding (Tech Crunch)
The horrifying endgame in Ukraine (DR)
All markets are uncertain (Mark Newfield)
How Spotify’s podcast bet went wrong (Semafor)
Some stuff I am reading today morning:
Air India orders world’s largest airline order (BS)
US inflation rises higher than expected (CNBC)
Our work is not yet done (New York FED)
Mutual Fund industry jittery about TER (FE)
Profits at Paytm (Forbes)
Stock Talk: Fusion Micro Finance (BT)
President Lagarde and the ECB (The Market)
Are fund manager meetings a waste of time? (BI)
Psychology of market tops & bottoms (Ben Carlson)
Thread: Best cos increase advertising during recessions (Val Katayev)
Some stuff I am reading today morning:
Retail Inflation rises to 6.52% in January 2023 (BW)
Nissan, Renault to invest $600 Million in India (CNBC)
Yes Bank approaches Supreme Court on AT-1 Bonds (BS)
Pakistan is on the brink (FT)
Analysing Nepal’s financial crisis (ORF)
Thread: When Adarsh Balak meets Finfluencer (The Kaipullai)
Interview with Holcim CEO Jan Jenisch (The Market)
Best Performing Value MFs (Ngen Research)
Central Bank Gold buying spikes by 152% (Oil Price)
Where to find great businesses of the future (Terry Smith)
Some stuff I am reading today morning:
Barings PE to sell stake in Coforge (BS)
Interview with Rajiv Jain, CIO GQG Partners (The Market)
Thread: Repo rate explained (Swapnil Kabra)
2023 outlook for Emerging Markets (Ashmore)
Thread: How to save taxes after selling property (Chirag Chauhan)
ChatGPT is a blurry JPEG of the Web (New Yorker)
Why we still believe in concentrated investing (Oakmark)
The Buffett formula of becoming smarter (FS)
Deep Dive: Japanese Trading Cos (Value Punks)
Risk & Regret (Morgan Housel)
Some off beat reads for the weekend:
How America took out the Nord Stream Pipeline (Seymour Hersh)
Why Ajit Doval met Vladimir Putin in Moscow (DailyO)
Turkish Earthquake & Erdogan (Guardian)
What is happening in Gwadar? (Dawn)
US-China War by 2025 (RT)
Everywhere Berlin (American Conservative)
Pervez Musharraf, the Accidental Dictator (M J Akbar)
The making of the Kargil disaster (Dawn)
Thread: Jallianwala Bagh of the South (Bharadwaj)
How people behave after a major earthquake (Manu Joseph)
Why Indian police shut down cities for VVIPs (Vir Sanghvi)
How Hindu Temples are being harassed in Kerala (Swarajya)
Thread: Why is India the most populous country? (Tomas Pueyo)
Why 2023 is the Year of Millets (BBC Travel)
Thread: Mughal-E-Azam (The Paperclip)