Some stuff I am reading today morning :
SEBI to phase out open market buybacks ( BS )
17 Cars will not be able to run from April 2023 ( India Today)
India on new Covid alert ( FE )
Thread : Covid Crisis in China ( Eric Feigi-Ding )
Thread : On BoJ’s change of policy ( Jim Bianco )
On bad loans of PSU Banks ( Money Life)
Interview with Siddhartha Bhaiya (BT)
Startup : Koo ( Forbes )
How probabilities can work in your favour ( Onveston Letter )
Are great investors lazy? ( Neckar )
Some stuff I am reading today morning:
Defence, aerospace exports to treble in 5 years (BS)
Dabur India promoters to sell stake today (MC)
IPO: KFIN Tech (Arun Kejriwal)
Sector : Sugar (Fortune)
Stock Analysis: Godfrey Phillips (Dr Vijay Malik)
Startup: Bombay Shaving Company (Forbes)
Letter to Customers (Zerodha)
Crypto’s Crash reinforces old lessons (Morningstar)
Not another 2023 outlook (Real Returns)
Research: Capital Allocation (Michael Mauboussin)
Some stuff I am reading today morning:
Record Direct Tax collections (BW)
India’s economic activity set to slow (MC)
Air India pilots warns of non-cooperation (Rediff)
Borrowed Fashion picks up in India (Fortune)
On the IPO pipeline in 2023 (BS)
Startups opt for Venture Debt in funding winter (FE)
The 2023 Macro Outlook ( Apricitas Economics)
The ‘Lollapalooza Effect’ on Meta Stock (Hindu)
How Sam Bankman-Fried swindled $8 Billion (CNBC)
Don’t try to get rich twice (Common Sense)
Some off beat reads for the weekend:
Today is Vijay Diwas, India’s finest military hour (Print)
Maximum Modi (Open)
Russia launches massive missile attack on Ukraine (DW)
Morocco’s World Cup run was a political game changer (Jacobin)
US organises a coup in Peru (Multi Polarista)
Might the two Israels divorce? (TOI)
The US scramble for Africa (Al Jazeera)
The European Parliament’s Qatar scandal (RT)
Trump emigrates to Clown World (American Conservative)
Pakistan must accept the uncomfortable truths about 1971 (Dawn)
Aristocrat Inc (Believer)
The hidden story of the British Empire (Spiked)
2,500 Year Old Sanskrit Problem solved (Wion)
Thread: Jihadi mindset of Pakistani Cricketers (Ashwini Shrivastava)
Travelogue: Qatar during FIFA World Cup (Team BHP)
Some stuff I am reading today morning:
India clinches top slot in milk production (FE)
Mukesh Ambani launches his FMCG offensive (BT)
Govt likely to go slow on divestment (MC)
Spectacular rise in Gold ETF folios (Fortune)
Company: Aditya Infotech Ltd (BI)
Transcript of Fed Chair’s Press Conference (FED)
What no one tells you about Diversification (Morningstar)
Where I am investing my capital now (Bill Ackman)
Elon Musk continues to sell Tesla shares (CNBC)
China’s economy braces for turmoil (BS)