Some stuff I am reading today morning:
UK India FTA by Diwali (NIE)
Two Third Households plan festive spending this season (Fortune)
Harsha Engineers to list today (MC)
Jiomart morphs into e-marketplace (BS)
Stock Talk: Powergrid (FE)
Sector: Metal Recycling (BW)
Larry Summers warns of 5-5.5% Fed rate (Yahoo)
Interview with Chen Zhao (The Market)
Bear in mind (TRB)
How to handle sequence of return risk (Humble $)
Some off beat reads for the weekend:
10 Questions for thinking Muslims (Swarajya)
China: The Great Wall of Hubris (Open)
Putin’s Diabolical End Game (Times of Israel)
Washington’s Modus Operandi (RT)
Plight of Middle East’s Christians (Arab News)
Hungary’s perspective on the Ukraine war (American Conservative)
Food crunch in Pakistan (Dawn)
Thread: How Amit Agarwal makes $13 Million a year (Jon Davids)
How TikTok became an e-commece juggernaut in China (ROW)
Winston Churchill’s legacy is indefensible (Jacobin)
Debunking historical myths around Prithviraj Chauhan (Pragyata)
The changing definition of Heirloom Jewelry (Mint)
Thread: Why do we keep food for crows during Mahalayam (Anbezhil)
The servitude of our times (Indi Samarajiva)
Thread: How to fight Cancer naturally (Landon)
Some stuff I am reading today morning:
RBI set to hike rates by 50 bps next week (Forbes)
RBI bars Mahindra Finance from recovery (BT)
SC sends Ranbaxy Singh brothers to jail (Money Life)
TCS asks employees to return to office (MC)
Consumers flock to stores as festivities begin (Fortune)
LIC hits lowest level since listing (BS)
Chamath & the SPAC bubble (Young Money)
Monetary Policy is non-linear (Epsilon Theory)
Funding when capital isn’t cheap (A16Z)
Why Y Combinator works (Paul Graham)
Some stuff I am reading today morning:
Fed hikes by 75bps, will increase more (CNBC)
Dollar hits two decade high (BT)
Rout in bonds of Adani firms (BS)
Cabinet approves National Logistics Policy (Fortune)
Will SEBI clamp down on Algo Trading? (Rediff)
Byju Raveendran’s Letter to employees (Forbes)
Deep into the Danger Zone (Daily Reckoning)
Financial bloodletting (Mantaro)
China: Ideology trumps Economy (The Market)
Research: Market Share (Morgan Stanley)
Some stuff I am reading today morning:
India to grow over 7% in FY23 (Rediff)
Adani Group pledges stake in ACC, Ambuja (MC)
Multiplex revenues to hit all time high in FY23 (BT)
Byju’s moving closer to a painful & gradual death (Inventiva)
Mohandas Pai slams Oyo over fake accounting (Money Life)
What determines India’s appetite for gold? (FE)
On CEO narcissim (Klementon)
Most pros can’t beat the market (Sam Ro)
What does the post crash VC market look like? (BST)
Incentives-The most powerful force in the world (Morgan Housel)