Category: Links

Wishing everyone on the auspicious day of Nag Panchami

Some stuff I am reading today morning:

Govt garners record 1.5 Trillion Rs from 5G spectrum auction (BS)

Reliance’s plans to roll out India’s most advanced 5G network (BSE)

Pelosi may visit Taiwan today (CNBC)

5 possible Chinese Military responses to Pelosi Taiwan visit (ZH)

FPIs return to Indian equities (FE)

Thread: Fluoro Polymers (Manoj Krishna Reddy)

Q2 earnings takeaway from cloud hyperscalers (SSI)

How the weakening rupee is impact study plans in the US (Forbes)

Breaking points (Ted Lamade)

How Russian Oil is making its way to Asia (Oil Price)

Some stuff I am reading today morning:

No ITR deadline extension (BS)

RBI to hike rates by 25-35 bps (MC)

Parle Products tops most FMCG categories (Rediff)

Prashant Jain: The legacy (Fortune)

Is Crypto Ban possible in India? (BW)

Lessons from investing in my son’s future for last 12 years (Free Fincal)

The fundamental problem for every investment adviser (Klement)

Staying rich (Humble $)

China issuing ‘red lines’ statements about China (ZH)

German cities begin turning off lights to save energy (Oil Price)

Some stuff I am reading today morning:

US may already be in a recession (CNBC)

Adani Capital plans IPO soon (BS)

Are the bears giving up? (ZH)

Post-5G Auctions: What plays out now? (Forbes)

Indian banking system liquidity drops below 50,000 Cr (FE)

Investors reject resolutions on pay hikes to top executives (Rediff)

Even the worst investors can get lucky (Aswath Damodaran)

How to assess any business in 30 seconds (Mohnish Pabrai)

Interview with Graham Weaver (Big Picture)

Why the US is desperate for a Russian Oil price cap (Oil Price)

Some stuff I am reading today morning:

Full recap of Fed’s 75 bps rate hike (CNBC)

RBI to hike by 35 bps next week (Rediff)

Fed hike will intensify risks for Asia’s Central Banks (BS)

BSNL gets revival package of 1.64 Lakh Crores (Fortune)

Rise of Domestic Investors (BW)

Zomato 2022 Valuation Upgrade (Dr Aswath Damodaran)

Stock Analysis: Safari Industries (Dr Vijay Malik)

Be grateful for the losses (All Star Charts)

The risk free rate changes everything (F&F)

Breaking down a Tesla (Collaborative Fund)