Category: Links

Some stuff I am reading today morning:

Cabinet approves 22,000 Cr grant to OMCs (BT)

Britain still wants FTA with India by Diwali (Reuters)

Bank of England reiterates Friday deadline (CNBC)

India’s Industrial Production slips to 18 month low (Rediff)

Business Owner, not Value Investor (Anand Sridharan)

Enjoy your money (White Coat Investor)

Shein & the Tech Cold War (Ranjan Roy)

Union Square Ventures: The Thinkers (The Generalist)

Is it 2001 again? (Macro Compass)

You weren’t supposed to see that (TRB)

Some stuff I am reading today morning:

Infosys likely to go for 9,500 Cr buyback (FE)

BYD enters India’s passenger car market (BT)

IMF cuts global growth forecast for 2023 (CNBC)

New highly infectious Covid variants emerge from China (BS)

RBI’s new credit card rules (Rediff)

Suzlon is a ‘renewable loan’ company (Fortune)

Stock Talk: IDBI Bank (Forbes)

Landmark Cars on a growth drive (BI)

Making peace with your losses (Jason Zweig)

One more lesson from Charlie Munger (Mohnish Pabrai)

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)