Some stuff that I am reading today morning:
Apple starts making iPhone 14 in India (Fortune)
A terminal repo rate of 6.5% (FE)
Thread: The crisis in UK (Larry Summers)
Stock Talk: Largecaps (BI)
Startup: Licious (MC)
Sector: Online Travel Portals (Forbes)
Thread: The De-Industrialization of Europe (Philip Pilkington)
Copper Conudrum (Climateer)
This is not 2008 (Irrelevant Investor)
How far could stocks fall? (Daily Reckoning)
Some stuff I am reading today morning:
Investors reel after 4 days of market crash (BS)
S&P maintains India’s GDP growth rate at 7.3% (Fortune)
Tamil Nadu bans online gambling (MC)
Gameskraft faces 21,000 Cr tax evasion notice (Rediff)
Interview with Mr. Bangur, Shree Cements (Nigel D’Souza)
Stock Talk: VRL Logistics (BI)
Sterling plunges to all time lows (Reuters)
Quiet quitting & Quiet firing at India Inc (Forbes)
Nvidia in the valley (Stratechery)
Why India is buying lesser Russian crude (Oil Price)
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)