Some stuff I am reading today morning:
FPIs return to Indian Equities (BT)
Big FMCG cos enter plant based meat segment (MC)
How Amul launched 100 products during lockdown (Rediff)
Prashant Jain quits HDFC AMC (BS)
Stock Talk: HDFC Life (FE)
Rupee cost averaging via SIP has no benefit (Free Fincal)
Interview with Larry McDonald (The Market)
Stock Comp in Software (Voss Capital)
Are kids worth the cost? (The Root of All)
The EU’s Hamiltonian Moment (Apricitas)
Some offbeat reads for the weekend:
The early India Internet (PeaBee)
The plot against Modi (Open)
Is Jharkhand going the Maharashtra way? (India Today)
Pakistani grooming gangs in UK (Spiked)
How Manchester sold itself to Abu Dhabi’s elite (Guardian)
War will decide the fate of Transnistria (Palladium)
US Strategic Ambiguity on Taiwan (American Conservative)
Pelosi’s Taiwan visit (RT)
Germany’s love affair with its cars (Enselberg)
Instagram is fueling a thrifting boom in South Asia (ROW)
Nikolai Vavilov, Soviet Scientist (Damn Interesting)
How Cesarean Births became a global epidemic (Zocalo)
The Prosperous Migrants (Rafia Zakaria)
Racism in Europe (Reddit)
Thread: Temples in Telugu states (Sada Shree)
Some stuff I am reading today morning:
Reliance Q1 FY23 Net Profit expected to double YoY (MC)
NHAI to seek public listing of InvIT (FE)
ECB raises rates to 0% ( CNBC)
Emami makes foray into pet care business (BT)
Stock Talk: Adani Enterprises (BS)
Thread: Cineline (Kashish Shambhwani)
Stablecoin: USDC (Not Boring)
A mild recession (TRB)
Q2CY2022 Letter to Investors (Wedgewood Partners)
Growth without goals (Colossus)
Some stuff I am reading today morning:
CCI alleges Cement Cartelization (CNBC TV18)
FM defends GST hike on essentials (Rediff)
How Blackrock suffered $1.7 Trillion loss in 6 months (MC)
The speedy downfall of rapid delivery startups (Wired)
Selecting companies to research (Rational Walk)
Interview with Edward Chancellor (The Market)
On music consumption (Ted Gioia)
Instagram is dead (Om)
Little ways the World Works (Morgan Housel)
China’s mortgage payment boycott spreads (Zero Hedge)
Some stuff I am reading today morning:
Govt cuts windfall tax on fuel exports (BS)
Grasim to build eCommerce platform for building materials (BT)
Russia defaults on LNG supplies to India (Rediff)
ED arrests Mumbai ex top cop in NSE snooping case (BS)
Raymond: Woolly Accounting (MoneyLife)
The sizzle & fizzle of Internet IPOs (Forbes)
Why we mess up our Equity Investments (Morningstar)
China Tech layoffs (ROW)
How China could trigger a sharp selloff in Crude (Oil Price)
Interview with Kevin Duffy (The Market)