Category: Links

Some stuff I am reading today morning:

2022 was the year when markets got upended (NY Times)

Online Mutual Fund Platforms to charge transaction fee (Rediff)

Dish TV shareholders reject accounts (BS)

Thread: Mama Earth (Mehul Shah)

Interview with Arvind Kothari (MC)

Why investors are looking at manufacturing stocks (Morningstar)

Why investors are looking at alternative investments (FE)

Latest Post Office Interest Rates (Basu Nivesh)

How Value Investors look at risk (Value Investing)

What will happen in 2023 (A VC)

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)

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)

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)