Some stuff I am reading today morning:
TCS numbers beat on all counts in Q2 FY23 (MC)
Consolidation picks pace in Cement Sector (BS)
NLP: Settting a new direction (BI)
The API man of Laurus Labs (Fortune)
Startup: Spocto (Forbes)
Thread: The US $ is wreaking havoc globally (Concoda)
Are management meetings useful? (2Point 2 Capital)
There will be drawdowns (Charlie Bilello)
Where has all the liquidity gone? (Raghuram Rajan)
Expectations (Morgan Housel)
Some stuff I am reading today morning:
Direct tax collection jumps 24% in first half of FY23 (Rediff)
India-UK FTA agreement faces possible deadlock (BT)
Indian exporters worry about EU recession (BS)
The Steel Dilemma (Fortune)
Why the Venture Debt market is bubbling (Forbes)
Company: SRL Diagnostics (BI)
Is the P/B ratio still relevant? (Value Investing)
How do interest rates impact REIT returns (Evidence Investor)
The Swiss National Bank made a huge mistake (The Market)
Presentation: The Cycle has changed (Platinum)
Some off beat reads for the weekend:
Amitabh Bachchan: Legend & Legacy (M J Akbar)
On Rahul Gandhi’s Bharat Jodo Yatra (Vir Sanghvi)
Gangland killings in Netherlands (Guardian)
The slow decay of the Conservative Party (Spiked)
Barack Obama still doesn’t get it (Jacobin)
The future of American Jews on campus (TOI)
The Sugar Babies of Stanford University (Nicola Buskirk)
Thread: How Demography is Destiny (Agenda Buster)
Thread: What the British found in Africa (Taz)
Swami Vivekananda: Guru to the World (Smithsonian)
Thread: Netaji & Durga Puja (Paper Clip)
Landslide at Kasauli (Fifty Two)
Thread: Vietnam through an Indian tourist’s eyes (Nikhil Narayanan)
Photographing Tigers in the wild (Team BHP)
Birding in Mizoram’s Phawngpui National Park (Mint)
Some stuff I am reading today morning:
SEBI orders shutting down of ratings agency Brickworks (BT)
World currency reserves shrink by $1 Trillion (BS)
Is the rally in ITC over? (Rediff)
Timken India’s innovation engine (Fortune)
How to do Business Analysis of Steel Cos (Dr Vijay Malik)
Thoughts on Draft National Electricity Plan (Intelsense)
Company: Suguna Foods (Forbes)
Is Elon Musk overpaying for Twitter (Sid Choraria)
Growth Investing ain’t about the rates (GMO)
Good Enough (Morgan Housel)
Some stuff I am reading today morning:
India is now the largest producer & consumer of sugar (BT)
Dip in external demand hits exports (Rediff)
‘Offer for Sale’ mechanism to get mega boost (BS)
Why is Mukesh Ambani batting for a stronger BSNL? (BW)
Havells’ fiery risk taker (Fortune)
Company: Gyan Dairy (Forbes)
Company: Senco Gold (BI)
The Witch of October is here (CFA Institute)
Political Risk & why we don’t invest in China (Massif)
Aave: The Crypto Conglomerate (The Generalist)