Some stuff I am reading today morning:
Wholesale Price based inflation at 5 month lows (Rediff)
WTI Crude falls to lowest level since January 2022 (Oil Price)
GIC, Capital Group buy KKR’s stake in Max Health (BS)
IPO Watch : Go Digit (FE)
Startup: Urban Piper (Forbes)
Sector Watch: Textiles (BI)
How to do Business Analysis of Agrochemical cos (Dr Vijay Malik)
The Space Economy (Not Boring)
The shift away from the US $ (The Market)
Letter to The Walt Disney Company (Third Point)
Some stuff I am reading today morning:
Highlights of PM Modi’s Independence Day speech (BS)
RJ is dead. Long Live RJ (MC)
SBI raises benchmark lending rates by 50 bps (Rediff)
M&M unveils new EV platform (BT)
How Taj Hotels is revamping its business model (Forbes)
RBI wants greater institutional participation in SME IPOs (FE)
A tale of two generations (Anand Sridharan)
4 things Poker taught me about investing (City Wire USA)
Investing is no laughing matter (Morningstar)
6 Qs about the market & the economy (Ben Carlson)
Some off beat reads for the weekend:
What drives Vladimir Putin? (Sergey Radchenko)
Thread: Nuclear War is possible due to Ukraine conflict (Clint Ehrlich)
Meet Cambodia’s cyber slaves (Al Jazeera)
New UK PM faces troubled times (Arab News)
Ride hailing in Uganda (ROW)
The first Indians in Dubai (Fifty Two)
Pakistan- The sick man of South Asia (Dawn)
The lessons of the Zawahiri Strike (American Conservative)
How Bolivia’s Tin Baron saved 20,000 Jews (Guardian)
Death by Ice cream (Jstor)
The political history of Raksha Bandhan (DailyO)
Syama Prasad Mookerjee: He saw the Future (Open)
Thread: The Aamir Khan Files (Agenda Buster)
Bike Ride: Spiti Valley (Dr Vijay Malik)
Thread: Feminism is a Scam (Brittany Martinez)
Some stuff I am reading today morning:
EPFO to start investing in InvITs & REITs (FE)
Cash for orders scam in NCLT (Money Life)
India’s startup ecosystem hits records (Mint)
Inflation eats into India’s rural demand (Rediff)
Adani Group to enter aluminium sector (BS)
Fintech startups exult as RBI releases digital lending rules (Forbes)
What moves markets? (Irrelevant Investor)
Litigation Finance as Alternative Investment (Alpha Architect)
10 Lessons from a decade of vertical software investing (Bessemer)
Startup valuations take a haircut (CNBC)
Some stuff I am reading today morning:
Fare caps to go away in Indian skies (MC)
No consensus yet on 28% GST for online gaming, casinos (BS)
NASDAQ soars into bull market as inflation fears recede (ZH)
EU ban on Russia coal goes into effect (Oil Price)
Paytm & Piramal Finance tie-up (Fortune)
PAN to become mandatory for Crypto Investors (Rediff)
Since the stock market bottomed (Irrelevant Investor)
4 ways Longevity is going to affect your retirement plans (Morningstar)
Value Spreads are back to tech bubble highs (Cliff Asness)
Rare skills (Morgan Housel)