Some stuff I am reading today morning:
Russia shares ‘dirty bomb’ concerns (RT)
India growth amidst global recession (Forbes)
Dabur acquires Badshah Masala (BW)
Stock Analysis: Asahi India Glass Ltd (Dr Vijay Malik)
Making of White Revolution 2.0 (BI)
Managing bad debt reporting (Bala)
3 Lessons from Andrew Beer (Validea)
Trading: On avoiding big losses (All Star Charts)
The absurdity of 100% inflation in Argentina (Guardian)
Expectations & Reality (Morgan Housel)
Some stuff I am reading today morning:
India headline inflation may have peaked (RBI)
Govt to transfer 16,000 Cr to 8L farmers (Fortune)
Tatas are planning a mega merger of their aviation cos (MC)
Are Indian markets decoupled from Developed markets? (Debashis Basu)
Nifty may hit 20,000 in Samvat 2079 (FE)
Edtech Startups in India (Forbes)
Gold Currency Wars (Katusa)
How to measure Investor Capitulation (Ramp Capital)
Why we still invest in capital intensive businesses (Buffett)
Thread: How Mark Leonard turned $25 Million to $39 Billion (Max Koh)
Some stuff I am reading today morning:
Rupee is not sliding, $ is stregthening (BS)
India’s first Aluminium freight rake (BW)
On Share Buybacks of top IT firms (Forbes)
Zoomcar to list on NASDAQ (Fortune)
Why packed, frozen parathas attract 18% GST (Rediff)
Interview with Russell Napier (The Market)
Rupeek & the Indian gold lending market (VEF)
Groping for a bottom (Barry Ritholtz)
Narrative Distillation (Kwok Chain)
Thread: How The Rock built a $4 Billion Tequila Biz (Brian O’Connor)
Some off beat reads for the weekend:
When the Hindu Right came for Bollywood (New Yorker)
Thread: The Propaganda of New York Times (Smita Barooh)
My bitter return to Palestine (Guardian)
Yemen’s future conflicts will be over water (Al Jazeera)
Tulsi Gabbard’s challenge to the US War Machine (RT)
Ukraine should learn the lessons of Lebanon (Arab News)
The SAS is about Britain’s Imperial Delusions (Jacobin)
When Culture becomes Propaganda (Spiked)
Why Fascism is fashionable again (Indi Samarajiva)
Fanaticism of the Apocalypse (Michael Shellenberger)
Tripura: Crossing Over (Fifty Two)
Thread: The historical lie of Maharaja Hari Singh (Kiren Rijiju)
Thread: Conversation with IAS Yuvaraj Karan & Nehru (RajeIyer)
Thread: One global piece of art every decade since 1300 (Cultural Tutor)
Obituary: Mulayam Singh Yadav (Open)
Some stuff I am reading today morning:
India to become world’s third largest economy by 2028 (BS)
IMF: There’s a lot to learn from India (Rediff)
Vistara, Air India could merge (MC)
Sudden spurt in IPO markets (Forbes)
FMCG majors cut prices (Fortune)
There is no medium risk (Permanent Equity)
Bitcoin becoming less volatile than stocks (Yahoo Finance)
Value Investing may never come back (David Einhorn)
It’s time to deploy the recession handbook (Paul Tudor Jones)
The UK Pension Fund Drama explained (Macro Compass)