Some stuff I am reading today morning:
Wall Street tumbles to biggest loss in 2 years (CNBC)
Nifty reclaims 18,000 mark (FE)
IPO: Harsha Engineers (BS)
Macleods Pharma defers listing plans (MC)
Infosys warns staff on moonlighting (Rediff)
Startup: Climes (Forbes)
Family Offices: Preserving Wealth (Fortune)
A Taxonomy of Drawdowns (The Diff)
Regenerative Finance -ReFi (A VC)
Founder’s Choice VC Rankings (Newcomer)
Some stuff I am reading today morning:
India’s retail inflation rises to 7% in August (BS)
Inflation ‘collapse’ can cause global market rally (CNBC)
PLI scheme to be extended to more sectors (Rediff)
PPF interest rate could increase (FE)
Tata Consumer could buy Bisleri (MC)
Startup: Skyroot (Forbes)
Hamara Bajaj: The Secret Sauce (Fortune)
Why we don’t do more diligence (Buffett)
Interview with Kristen Bitterly Michell (Big Picture)
The MBA Indicator (Verdad)
Some stuff I am reading today morning:
Oil Prices at 7 month low (BS)
Passenger vehicle dispatches rises 21% in Aug (Rediff)
Mistrys’ Wealth tryst with the Tatas (Fortune)
Thread: Glenmark Life Sciences (Gurjot Ahluwalia)
Decoupling or outperformance by Nifty (Nooresh Merani)
Equity markets aren’t pricing in Fed tightening (Bridgewater)
On Chinese Fintechs (The Market)
Take Asymmetric Bets (Erik Torenberg)
The Illusion of Knowledge (Howard Marks)
Its supposed to be hard (Morgan Housel)
Some off beat reads for the weekend:
The Blob’s perpetual War (American Conservative)
Ukraine & the myth of the new world order (Spiked)
Protests in Prague (RT)
Thread: Pakistan floods will reshape global agri markets (Nathan Carson)
The challenges facing Liz Truss (Open)
The truth about the Baltics (Times of Israel)
Thread: Sanjay Kumar Mishra (Agenda Buster)
Karachi’s Gangsta Jalebi (Dawn)
The secrets of India’s Royal Kitchens (Mint)
Mongols speaking Malayalam (The Print)
Thread: Tipu Sultan’s Jihad in Malabar (Savitri Mumukshu)
Thread: General Sagat Singh Rathore (Abhishek Anand)
Auto: Jeep is going all-in on electric SUVs (Verge)
Cyrus Mistry deserved better (R Jagannathan)
Obituary: Queen Elizabeth II (Smithsonian)
Some stuff I am reading today morning:
Market Cap of BSE Listed firms at all time highs (FE)
India imposes 20% export duty on non-Basmati rice (Rediff)
Jio Moment in FMCG (BT)
Flipkart forays into hotel booking business (Fortune)
E-bus demand goes up (BI)
Multiplexes count on Brahmastra to swing their fortunes (BS)
Bali’s Crypto summer ends (IMF)
“Soft Landing” (Convexity Maven)
Bear Repair (Goldman Sachs)
Good Enough (Morgan Housel)