Some stuff I am reading today morning:
LIC may list at a discount ( BS )
India’s best financiers ( Fortune )
How Freshworks is fighting the brutal tech meltdown ( Forbes )
Stock Talk : SBI ( FE )
Thread : Adani Cement ( R L Narayanan )
India’s export ban leads to all time high wheat prices ( BT )
Buzzing Manesar goes silent due to power cuts ( Rediff )
Why a US recession is likely in 2023 ( Jeff Gundlach )
Secular Vs Cyclical markets ( Barry Ritholtz )
The rise after the fall ( Ted Lamade )
Some stuff I am reading today morning :
Adani to buy Ambuja, ACC ( Fortune )
LIC debut will impact retail sentiment (HT)
Foreign Investors have pulled out 25,200 Cr in May so far ( BW )
Reliance to acquire dozens of brands ( BT )
Negligence by NSE’s Board of Directors ( Hemindra Hazari )
Startup : Uniphore ( Forbes )
My bear market survival guide ( Ben Carlson )
The case for physical gold ( DR )
Buffett’s big bet on Energy ( InvestmentU )
Tiger Global & late stage private markets ( Ranjan Roy )
Some off beat reads for the weekend:
The fall of the brothers Rajapaksa (Open)
Imran Khan’s U-Turn on India (Naila Inayat)
Congress has to split to revive (Seshadri Chari)
Finland moves to join NATO (US News)
Russia’s ‘gas weapon’ is a myth (Al Jazeera)
The US-China trade war is about to hit the Middle East (Jacobin)
Bollywood can cement ties between India & Saudia Arabia (Arab News)
Why Catalonia failed (Palladium)
Jubao in China (New Yorker)
The invincible business of Counterfeit goods (Guardian)
The nuclear family has failed (Unherd)
In the Court of the Liver King (GQ)
Thread: The storytelling framework that Steve Jobs uses (Nathan Baugh)
What makes a fart a fart? (Slate)
Obituary: Shiv Kumar Sharma (Open)
Some stuff I am reading today morning :
Retail inflation hits 7.79% in April ( BS )
Campbell Wilson is Air India’s new boss ( Rediff )
Interview with Fed Chairman Powell ( Market Place )
Startup : Browserstack ( Forbes )
A guide to the Crypto Currency crash ( Slate )
Cable’s last laugh ( Stratechery )
Invention Over-rated. Implementation Under-rated ( Atlantic )
Negotiating Munger Style ( AM )
Behavioral Challenges of Market Cycles ( Barry Ritholtz )
Russia could cut gas supplies to Finland ( Oil Price )
Some stuff I am reading today morning :
The NOPEC bill can send oil prices to $300 ( Oil Price )
Govt may ban wheat exports ( MC )
Heat wave hurting farmers as yields drop ( Rediff )
Ultratech joins race for Holcim ( BS )
RBI to consider more rate hikes in June ( BW )
Govt steps in for cancellation charges of Ola & Uber ( Fortune )
750 White Hat Jr employees quit ( FE )
15 of the craziest charts right now ( Ben Carlson )
The challenge of adapting to changing markets ( Trader Feed )
Thread : How to make $800 million in Crypto ( OnChain Wizard )