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Mega Linkfest: 30 December, 2022

Some off beat reads for the weekend:

Sorry Kamala. Nobody thinks you are a strong leader (NY Post)

Ron DeSantis, Man of the Moment in America (Spiked)

Historic tipping point in EU-China relations (Arab News)

How China learned to love the Bomb (Engelsberg)

The History behind Russia’s invasion of Ukraine (Smithsonian)

The 1968 expulsion of Jews from Poland (TOI)

Thread: The Book Market of Baghdad (Bayt Al Fann)

On India-Pak cultural ties (Fifty Two)

When Jamaican Slaves rebelled on Christmas Day (Jacobin)

Invictus in an Albanian Jail (Baffler)

History: Becoming Jinnah (Dawn)

Thread: Churchill didn’t cause the Bengal Famine (Andreas Koureas)

The Seven Women of Mohenjadaro (LHI)

Thread : 12 Days of Christmas (Cultural Tutor)

Obituary: Pele (Open)

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Linkfest: 30 December, 2022

Some stuff I am reading today morning:

India’s CAD at all time highs (Fortune)

Banks’ Net NPAs at 10 year lows (BS)

SEBI punishes DSP AMC (MC)

REIT: Mindspace REIT (BI)

Startup: Integrow (Forbes)

Thread: RBI on Crypto (Kashif Raza)

QE is returning by stealth (FT)

War & Commodity Encumberance (Zoltan Pozsar)

The Mega Bubbles have started to burst (EC)

Thread: 10 Best Quotes of Charlie Munger (Frank)

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Links

Linkfest: 29 December, 2022

Some stuff I am reading today morning:

NASDAQ hits new 2022 lows (MC)

India-Australia FTA comes into force from today (Rediff)

On the Kochchar & Dhoot arrests (Sucheta Dalal)

IT exemption can be increased to 5L (BS)

Airtel plans listing of payments arm (FE)

Piaggio focuses on the 3W market (Forbes)

Thread: How India can produce globally competitive cos? (Sridhar Vembu)

4 Investing mistakes to avoid in 2023 (Morningstar)

The fintech reckoning is upon us (CNBC)

Interview with Charlie Ellis (Big Picture)

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Links

Linkfest: 28 December, 2022

Some stuff I am reading today morning:

Banks increase deposit rates (Rediff)

Many cos drop IPO plans (BS)

Tesla has lost a Trillion $ in market cap (CNBC)

Will China outperform India in 2023? (Bloomberg)

SEBI bans Moneytree Research (MC)

Demystifying ONDC (Fortune)

Take your losses while you still can (Nick Maggiulli)

Ukraine wants UN backed peace deal with Russia (Zero Hedge)

Southwest Airlines is melting down (CNN)

Is Wine fake? (Climateer)

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Links

Linkfest: 27 December, 2022

Some stuff I am reading today morning:

CBI arrests Kochhars,Dhoot in ICICI Bank-Videocon case (MoneyLife)

PE Fund Advent buys Suven Pharma (Rediff)

Roys to get premium for selling stake to Adani (FE)

India’s box office collection crosses 10,000 Cr in 2022 (BT)

India’s data centre industry to double by 2024 (MC)

Checklist for investing in small cap cos (Pankaj Tibrewal)

Financial Lessons from 2022 (Basu Nivesh)

Japan’s consumer inflation hits 40 year high (CNN)

Interview with Robert Koenigsberger (Big Picture)

Why won’t energy cos drill (Gorozen)