Category: Links

Some stuff I am reading today morning:

China vows military operations around Taiwan (SCMP)

Changes to windfall tax (MC)

Uber to exit Zomato in 3,300 Cr block deal (FE)

Gujarat’s Chiripal Group under IT scanner (Money Life)

ED probing crypto exchange WazirX for money laundering (BT)

Adani Enterprises becomes 4th Adani co to cross 3L Cr market cap (BS)

The turnaround of Yash Pakka (Forbes)

What ails Byju’s? (Fortune)

4th Anniversary Newsletter to Investors (Aurum Capital)

Q2 2022 Letter to Investors (Massif Capital)

Wishing everyone on the auspicious day of Nag Panchami

Some stuff I am reading today morning:

Govt garners record 1.5 Trillion Rs from 5G spectrum auction (BS)

Reliance’s plans to roll out India’s most advanced 5G network (BSE)

Pelosi may visit Taiwan today (CNBC)

5 possible Chinese Military responses to Pelosi Taiwan visit (ZH)

FPIs return to Indian equities (FE)

Thread: Fluoro Polymers (Manoj Krishna Reddy)

Q2 earnings takeaway from cloud hyperscalers (SSI)

How the weakening rupee is impact study plans in the US (Forbes)

Breaking points (Ted Lamade)

How Russian Oil is making its way to Asia (Oil Price)

Some stuff I am reading today morning:

No ITR deadline extension (BS)

RBI to hike rates by 25-35 bps (MC)

Parle Products tops most FMCG categories (Rediff)

Prashant Jain: The legacy (Fortune)

Is Crypto Ban possible in India? (BW)

Lessons from investing in my son’s future for last 12 years (Free Fincal)

The fundamental problem for every investment adviser (Klement)

Staying rich (Humble $)

China issuing ‘red lines’ statements about China (ZH)

German cities begin turning off lights to save energy (Oil Price)

Some stuff I am reading today morning:

US may already be in a recession (CNBC)

Adani Capital plans IPO soon (BS)

Are the bears giving up? (ZH)

Post-5G Auctions: What plays out now? (Forbes)

Indian banking system liquidity drops below 50,000 Cr (FE)

Investors reject resolutions on pay hikes to top executives (Rediff)

Even the worst investors can get lucky (Aswath Damodaran)

How to assess any business in 30 seconds (Mohnish Pabrai)

Interview with Graham Weaver (Big Picture)

Why the US is desperate for a Russian Oil price cap (Oil Price)