Some stuff I am reading today morning:
Rupee ends at new low (BS)
Govt deregulates sale of domestic crude oil (Fortune)
Thread: Analysis of Zomato-Blinkit deal (Anurag Singh)
Dalmia Cement: Making a mark (BI)
Cheap green hydrogen will be a massive breakthrough (Bill Gates)
Web3 Use Cases Today (Not Boring)
Interview with Marc Andreeseen (McKinsey)
Investing Wisdom from ‘Make Haste Slowly’ (Woodlock House)
Wealth Vs Getting Wealthier (Morgan Housel)
Zeng Yuqun: China’s Battery King (Wired)
Some stuff I am reading today morning :
Mukesh Ambani charts succession plan ( BT )
Ruchi Soya becomes Patanjali Foods ( BW )
15 more Cos selected for PLI scheme for white goods ( Rediff )
SEBI changes rules for F&O for dividends ( FE )
Zomato sheds $1 Billion in valuation over Blinkit deal ( BS )
Interview with Chirag Setalvad ( MC )
Quotes from Seth Klarman Interview ( Transcript )
Mike Novogratz on his big Crypto mistake ( Intelligencer )
Why pro Sports team values only goes up ( Axios )
Nowhere to hide in the collapse of the Everything Bubble ( ZH )
Some stuff I am reading today morning :
Russia defaults on foreign debt ( Oil Price )
Slew of GST rate hikes imminent ( FE )
Maruti betting on hybrids over EVs ( BS )
Bajaj Auto to buyback shares worth 2,500 Cr ( Fortune )
Aurobindo Pharma gets warning from SEBI ( MC )
Why India isn’t a global manufacturing hub ( Forbes )
Chat with Ray Dalio ( The Hustle )
SPACs wipe out half their value ( CNBC )
US retail majors have too much inventory ( CNN )
Russian Gas Cuts imperils German companies ( Zawya )
Some stuff I am reading today morning :
28% GST likely on casinos, online gaming, horse racing ( BS )
Why Zomato is buying Blinkit ( BSE )
Stock Analysis : Tata Elxsi ( Dr Vijay Malik )
Presentation : Banking on Banks ( Nooresh Merani )
Are we at market capitulation ? ( Aarati Krishnan )
Indian Crypto startups continue to get funding ( Forbes )
41 Inconvenient Truths about the ‘ New Energy’ Economy ( FEE )
Thread : Interview with Jim Simons ( Santangel’s Review )
Lithium deep dive ( Climateer )
Inflation : Numbers over Narrative ( Turtle )
Some off beat reads for the weekend:
Paradigm Shift: A State Govt may fall for not being Hindutva enough (Swarajya)
MLAs are political entrepreneurs (Vir Sanghvi)
How Korean pop group BTS became bigger than Beatles (New Yorker)
The King of Kowloon (Guardian)
Enviromentalist in North Korea (Palladium)
Bread & Conflict in Ukraine (Zocalo)
Ukraine’s neo-Nazi Azov Battalion (RT)
Russia & Iran have united against the West (Ali Ansari)
Remembering the unglorious Lebanon War (Times of Israel)
Uneasy peace in Afghanistan (Dawn)
How Facebook has become Mexico’s favorite Food Delivery app (ROW)
The real reason why Pakistan banned Rehman’s book on 1971 War (Open)
Saketh Rajan: Naxalite in Karnataka (Fifty Two)
Six of India’s most luxurious train journeys (Better India)
Burdwan: A peep into history (Team BHP)