Some stuff I am reading today morning:
Anti-money laundering provisions imposed on Cryptos (Rediff)
India’s yield curve inverts (BS)
Rate hike season may get longer (FE)
What if FED hikes to 6%? (MC)
Biden Budget proposes taxes on unrealized capital gains (WSJ)
Capital Markets have reached ‘ Singularity’ (Zero Hedge)
On Sovereign Gold Bonds (Basu Nivesh)
On Real Asset Equities (Massif Capital)
Silicon Valley’s AI frenzy (Vox)
Why you should stay invested in stock market (Terry Smith)
Some stuff I am reading today morning:
Fed Chairman Powell Testimony to US Congress (FRB)
US markets sell off on Powell comments (ZH)
PM : Its India Inc’s turn to invest (FE)
Adani to cut Promoter debt to zero by March end (MC)
20 min Pizza Delivery promise of Dominoes gets stuck (BS)
Will China’s reopening affect Indian metal cos? (Rediff)
How Brand WPL will be built (Forbes)
Jeremy Grantham calls for a crash once more (Seeking Alpha)
Forecasting short vs long term horizons (BI)
China warns of conflict with US (CNBC)
Some stuff I am reading today morning:
Video: Why GQG Partners invested in Adani (ET Now)
Scorching summer may derail summer recovery (Forbes)
Solar Manufacturing PLI scheme gets bids (BS)
Special Situation: Aster DM Value Unlocking (Stocks Populi)
Startup: Lohum, India’s largest Lithium Ion Battery recycling Co (BW)
Company : Akums, India’s largest CRAMS Co (BI)
Interview with Megan Greene (The Market)
Indus Valley Annual Report 2023 (Blume)
Avoiding Financial Disasters (Ritholtz Wealth)
Grit Vs Quit (Trung Phan)
Some off beat reads for the weekend:
Thread: South Africa has collapsed (Zombie Land)
Russia’s Lavrov gets cheers & jeers in India (WaPo)
The new Warsaw Pact (Engelsberg)
The West lives on in Afghanistan (Palladium)
New York Times has a Jesus problem (TOI)
Russophobia in America (RT)
India’s connectivity projects with Myanmar (ORF)
North East a success story (Shekhar Gupta)
Thread: Lies of Rahul Gandhi at Cambridge (Himanta Biswa Sarma)
Uddhav Thackeray’s hard fall (Open)
The trials of an Indian witness Nisar Ahmed (Guardian)
How Pakistan would view Abul Kalam Azad (DailyO)
The story of the Amur falcon (Mint)
Drive: Rann of Kutch (Team BHP)
The little known history of Champagne (BBC Travel)
Some stuff I am reading today morning:
GQG Partners invests 15,446 Cr in Adani Cos (BSE)
Supreme Court order on Adani-Hindenburg (SC)
SEBI order in matter of Sadhna Broadcast (SEBI)
I-T Dept conducts raids on Edelweiss group (MC)
Markets brace for potential default by Pakistan (BS)
Startups move to alternate finance platforms (FE)
How to do Business Analysis of FMCG cos (Dr Vijay Malik)
Startup: Zaggle (BI)
The luckier you are (Morgan Housel)
99 Vs 0 (Seth Godin)