Some stuff I am reading today morning:
Monetary policy statement May 2022 (RBI)
Recap of Fed hike of 50bps & the market rally (CNBC)
5 Reasons why RBI shocked the market (BT)
The beginning of the end of low interest home loans (BW)
Overwhelming response to LIC IPO (MC)
Stock Talk: TNPL (Phoenix Capital)
Is the cheap gas dream going bust? (BI)
Is innovation investable? (BPS & Pieces)
Tiger Global is down 44% in 2022 (Yahoo)
Thread : Seneca & Investing (Abhishek)
Some stuff I am reading today morning:
Bumper profits at Tata Steel ( BS )
Coal India sets new production records ( BT )
JSW Energy net profit up 8 fold ( FE )
The strange story of Ruchi Soya ( News Click )
Adani Wilmar buys Kohinoor, other brands ( Rediff )
Company : Minda Industries ( Forbes )
Interview with Paul Tudor Jones ( CNBC )
Cash is like Oxygen ( Buffett )
Too many bears ( Barry Ritholtz )
How to fail at investing ( Occam )
Some stuff I am reading today morning:
Adani Wilmar is the largest FMCG co in India (BT)
How to bid for the LIC IPO (MC)
Record loan sales at HDFC (Rediff)
Thread: Mayur Uniquoters (Value Educator)
Investors also to blame for CG issues at startups (Anand Lunia)
Startup: ElasticRun (Forbes)
Content isn’t King (Ben Evans)
Let them eat cake (Convexity Maven)
What we’re seeing is the bursting of the bubble (Rob Arnott)
Commodity Chokepoints (Credit Suisse)
Some stuff I am reading today morning:
GST hits record highs of 1.68 Lakh Crores in April 2022 (BS)
ED seizes 5,551 Cr in bank accounts of Xiaomi India (Fortune)
Interview with Prashant Jain (FE)
Annual Letter to Stakeholders 2021-22 (Vallum Capital)
Interview with Alfonso Peccatiello (The Market)
The Rich & the Wealthy (Morgan Housel)
Takeaways from Berkshire’s 2022 Annual Meeting (CNBC)
3 Questions Buffett won’t answer (BVI)
Less complicated than you think (TRB)
CNN+ : An Autopsy (Kevin LaBuz)
Some off beat reads for the weekend:
Standing upto China’s belligerence (Open)
China’s leadership is prisoner of its own Narrative ( The Market )
The Comeback of China’s elites (Palladium)
The warped mind behind Russia’s War (Spiked)
Is Ukraine just a White Man’s War? (Unherd)
Can Putin do the unthinkable? (Dispatch)
Open Conflict between Pakistan & Taliban (Dawn)
Hong Kong: The Yellow Chair (Madeleine Slavick)
The lost Jews of Nigeria (Samanth Subramanian)
Why Germans have become immigrants to Paraguay (BBC)
The Great North Indian Wedding (Saurabh Sharma)
The Hustler at the end of the World (Verge)
The Revolutionary (Truly Adventurous)
Ashoka’s Kandahar Edicts (LHI)
How Economists are the worst (Indi Samarajiva)