Category: Links

Some stuff I am reading today morning:

OPEC considers extra large hike in production (Oil Price)

Ultratech Cement announces major capex plans (Fortune)

IIM A launches Agri Land Price Index (BT)

India’s unusual wheat diplomacy (BW)

Inflation in Tomatoes (MC)

Inflation: Was RBI caught napping (T N Ninan)

Govt to stop restaurants from issuing service charge (BS)

Sector Watch: Paints (Forbes)

The bright side for investors (Daily Reckoning)

Is US Big Tech stocks following China Big Tech stocks? (Zero Hedge)

Some stuff I am reading today morning:

India is the biggest winner in new energy trade map (MSN)

Automakers see robust sales (Rediff)

Economic Hurricane is coming (Jamie Dimon)

Adani Group shares take a beating after MSCI rejig (BS)

Company : L&T Technology Services (BI)

Company: EKI Energy (Forbes)

Diageo breaks the Unity of United Spirits (Big Investor)

Say No to the PE ratio (Sid Choraria)

The case for mad money (Rational Walk)

Different kinds of BS (Morgan Housel)

Some stuff I am reading today morning:

Govt clears entire GST dues (BT)

States seek legal views before GST meet (Rediff)

Oil hits $124 (Fortune)

Where are Oil Prices headed? (Oil Price)

India gets second chance to pivot to Indo-Pacific (CNBC)

Company: Eveready (BI)

Stock Talk: PG Electroplast (BS)

Stock Analysis: Sharda Cropchem (Dr Vijay Malik)

Rallies to the bottom (Nick Maggiulli)

Jack Welch’s questionable legacy (Axios)

Some stuff I am reading today morning:

Indian IPOs inundated with bogus applications (Fortune)

Commodity prices may have peaked (FE)

EU agrees on partial ban on Russian oil imports (CNN)

The Paradoxes at Davos 2022 (Gautam Adani)

India’s wheat procurement remains subpar (Rediff)

Poor Q4FY22 results for LIC (BS)

A fight for survival for Indian startups (Forbes)

Strategies to mitigate tail risk (Larry Swedroe)

Value Investing is not all about Tech (Cliff Asness)

What’s going on in Chinese Real Estate market? (Yield Dive)

Some stuff I am reading today morning:

US surpasses China to become India’s largest trading partner (BS)

Coal shortages in India are worsening (BW)

Investigations continue in Axis MF front running case (Rediff)

Big Tech selloff is long overdue (Bloomberg)

On a painfully strong $ (FE)

The decade of cheap Uber rides is over (Slate)

IQ isn’t enough for investing success (Humble $)

Strip Club Indicator (Indy100)

Learnings from super investor Robert Wilson (Novel Investor)

Memo: Bull Market Rhymes (Howard Marks)