Some stuff I am reading today morning:
Thread: GOI introduces anti-inflation measures (Nirmala Sitharaman)
Adani’s biggest bet (BI)
Thread: Visaka Insider Selling (Sanjay Kumar Elangovan)
What is ailing textile hub Tiruppur (BT)
Axis MF sacks second fund manager (Rediff)
Crypto Crash: A Wake-Up Call (Forbes)
How this ends (A VC)
Trying too hard (Morgan Housel)
The Year of Breakdown (Daily Reckoning)
Inflation: Disparate Effects on Company Values (Aswath Damodaran)
Some off beat reads for the weekend:
A 2047 Template (Bibek Debroy)
Rahul Gandhi must go (Vir Sanghvi)
The clash of Asia’s Titans (Brahma Chellaney)
The US State Department will prevent the peace (David Sacks)
Sweden & Finland in NATO (Doug Bandow)
The El Salvador Diaries (Belen Fernandez)
George Bush’s Iraq Slip (Bradley Blankenship)
Pakistan Exchange Rate Bluff (Riaz Riazuddin)
Nakba: When independence is catastrophe (Haviva Ner-David)
Why Black British lives don’t matter (Tomiwa Owolade)
Why our nuclear fears faded (Guardian)
Don’t be afraid of life (Ruskin Bond)
Why India’s Thomas Cup win is a big deal (Mohammad Bilal)
Resistance (Sayantan Datta)
Thread: 21 Powerful Pictures (Thinking Deep)
Some stuff I am reading today morning:
SC: GST Council recommendations are not binding (FE)
Indonesia reverses ban on palm oil exports (Fortune)
The $ problem for Emerging Markets (US News)
Company: SIS (Forbes)
Rajratan’s global ambitions (BI)
Cars24 fires 600 employees (BS)
Interview with Siddhartha Bhaiya (Morningstar)
What we learnt from Q1 2022 earnings calls (The Transcript)
Capitulation Playbook (Barry Ritholtz)
Nothin’ but the Rent (Trevor Jackson)
Some stuff I am reading today morning:
Sell off intensifies on Wall Street ( CNBC )
Ruchi Soya to become Patanjali Foods (BS)
Bidders walk out of BPCL privatisation (Rediff)
Germany’s Wholesale Price Inflation hits 23.8% (BI)
Ajay Piramal’s next battle (BT)
State run cos to decide on disinvestment (Fortune)
Gross margin problem for tech startups ( David Sacks)
Tiger Global is scaling back (Tech Crunch)
The Contrarian Curse (Daily Reckoning)
The complex economics of growing old (Minnepolis Fed)
Some stuff I am reading today morning :
IOC posts highest revenue of any Indian co ( Rediff )
LIC makes a poor debut on the markets ( Fortune )
WPI inflation hits 30 year high ( FE )
RBI rejects banking application of Navi ( MC )
Jack Ma exits Paytm Mall (Mint )
Pakistan is facing bankruptcy ( Asia Times )
The 2022 SaaS Crash ( Meritech )
Are 10 minute deliveries failing? ( MC )
Nowhere to hide ( Daily Reckoning )
Exploiting volatility to outmaneuver the market ( Miller Value )