Some stuff I am reading today morning:
India stares at fuel shortages (Rediff)
India’s Russian oil imports jumps 50 times (BT)
India at WTO ministerial meet (FE)
DHFL lenders await SC decision (BS)
What is hurting Nazara Tech? (MC)
Tata Technologies puts India in semiconductor spotlight (ZH)
Is Zoom undervalued? (Sid Choraria)
Investing in index funds for next 20-30 years (Free Fincal)
Russia will win the war (Daily Reckoning)
Conversation at Panmure House (Howard Marks)
Some stuff I am reading today morning:
Reliance seeks new technologies for green hydrogen (BS)
Apple’s India play (Forbes)
GST Council to consider sales tax on cryptocurrency (MC)
What makes Sridhar Vembu & Zoho tick? (Founding Fuel)
How to steal a Billion (Bala)
Buy & Hold should not be Buy & Forget (Morningstar)
Buying the Dip is not a strategy (Onveston)
Europe should prepare for complete Russian gas shutdown (Oil Price)
Crypto: USDC is gaining ground over Tether (Decrypt)
Sequoia is down bad (Newcomer)
Some stuff I am reading today morning:
Centre to ban single use plastic from July 1 (FE)
HUL crosses 50,000 Cr turnover mark (BT)
CBI arrests Biocon Biologics executives (BS)
Thread : Where are the Nifty stocks now? ( Gopal Kavalireddi )
Thread: Where are we in smallcaps now? (Balaji Vaidyanath)
The Cassandra effect in India’s aviation (Fortune)
Company: TVS Supply Chain Solutions (BI)
Startup: LeadSquared (Forbes)
When do stocks bottom (Irrelevant Investor)
Hike until something breaks (Bond Economics)
Some stuff I am reading today morning:
Gold outperforms stocks in 2022 (FE)
The necessary 5G gamble for Telcos (Forbes)
Air India plans to buy over 200 planes (Rediff)
AMCs can buy international stocks again (MC)
Startup: Bira 91 (BI)
6 Lessons from the Crypto Crash (Humble $)
Crypto Crisis: Solend (CNBC)
Interview with Richard Thaler (Morningstar)
Not financial advice (Young Money)
Keep it going (Morgan Housel)
Some stuff I am reading today morning:
The Perfect Storm in Oil (Oil Price)
The unique case of India’s Cement Sector (Jigar Mistry)
Thread: Interview with Jim Chanos (Joe Weisenthal)
Thread: US is already in a recession (Cathie Wood)
Where does the wealth go when asset prices go down? (Noah Opinion)
Winning by not losing (Ruffer)
3 Types of investors in every bear market (Irrelevant Investor)
Another big Crypto player just blew up (Intelligencer)
The 2022 State of Crypto (A16Z)
The Russian view of the global economic situation (Vladimir Putin)