Some stuff I am reading today morning:
Adani not to proceed with FPO (BSE)
Fed raises rates by 25 bps (CNBC)
Union Budger 2023-24: Firm but Good (BS)
Increased infrastructure spending focus of Budget (Forbes)
Insurance stocks plunge post Budget (BT)
Budget has made every payment abroad costlier (MC)
Should you opt for new tax regime? (FE)
Startup: Attero recycling (BI)
It’s not easy being a stock market villain (WaPo)
CY22 Letter to Investors (OAM)
Some stuff I am reading today morning:
Adani FPO fully subscribed (Mint)
Economic Survey predicts decade of sustained growth (Forbes)
India’s nominal GDP to be $3.5 Trillion by March end (Rediff)
IT Dept carries out survey operation against Cipla (BS)
Stock Analysis: Accelya Solutions (Dr Vijay Malik)
The new birth of Shriram Group (BI)
Interview with Bruce Greenwald (MOI Global)
Something’s gotta give (Felder Report)
Everything you can’t have (Morgan Housel)
The Cleanse (A VC)
Some stuff I am reading today morning:
Adani Group loses 5.56 Lakh Crore in market cap in 3 days (Rediff)
Abu Dhabi’s IHC to invest $400 Million in Adani FPO (BW)
LIC clarifies on Adani shares (MC)
Meet the short seller taking on Adani (SMH)
Reliance to increase gas production by 58% (Fortune)
Maruti crosses 25 million unit sales (FE)
India set to crank up coal power (Oil Price)
Reinventing the Bajaj Chetak (Forbes)
Interview with Ted Weschler (LetterADay)
On Private Equity Valuations (Arpit Lahoty)
Some stuff I am reading today morning:
Adani 413 Page response to Hindenburg Report (BSE)
All eyes on Adani stocks (BS)
Thread: How did Hindenburg structure its shorts (Vijay Venkatram)
Thread: China wins if Adani loses (R L Narayanan)
Embassy REIT: Stable performance (FE)
Drone attacks on Iran (CNBC)
Interview with Howard Marks (The Market)
The difference between arithmetic and geometric returns (Klementon)
How much house/car I can afford? (Thomas Kopelman)
On the Chinese Property Market (Platinum)
Some off beat reads for the weekend:
West is ‘In a War with Russia’ (Viktor Orban)
India’s indifference to Pakistan (M J Akbar)
Pakistan’s dark age (Al Jazeera)
Croatia’s ties with Nazism (TOI)
Brazil :Bolsonaro’s long shadow (Baffler)
Vietnam’s Red Napoleon (Palladium)
Amsterdam’s Under Water Garage (Verge)
The Native Americans who visited Europe (Smithsonian)
Humans Vs Elephants in Hassan (Fifty Two)
Thread: Savitribai Phule was a British missionary (True Indology)
Society weddings in Pakistan (Dawn)
On Fauda’s global journey (Mint)
Thread: Book Launch Strategy of ‘Atomic Habits’ (Rahul Mathur)
Grand Palaces of India (LHI)
Thread: The first known writer in human history (CT)