Some stuff I am reading today morning :
RBI starts MPC meet ( Rediff )
10 Year GSec touches 7.5% ( BS )
Natural Gas hits 13 year high ( Oil Price )
India to increase Russian oil imports ( MC )
Adani’s Green Avatar ( Fortune )
Never wait for the market to get cheaper ( Howard Marks )
Its time for tax loss selling ( Morningstar )
Short Term Momentum ( Larry Swedroe )
Ostentatious Stupidity ( Daily Reckoning )
Russia to service external debt in Roubles ( CNBC )
Some stuff I am reading today morning:
Rupee to head lower (BS)
India turns 10% of its petrol green (FE)
Thread: India decoupling story 2007-08 (Akshay Badjate)
Unicornish to English Translator (Anand Sridharan)
Thread: On position sizing (Ganesh Nagarsekar)
Stock Talk: Glenmark Life Sciences (Dolly)
Alternatives to debt investments (MC)
Popular Delusions (Calderwood Capital)
Crash, then Boom (Dylan Grice)
2022 Analyst Day Transcript (JP Morgan)
Some off beat reads for the weekend:
China’s India Complex (Shyam Saran)
How Germany got hooked on Russian energy (Guardian)
Western media now wants Ukraine to make peace (RT)
US has no endgame in Ukraine (Jacobin)
Putin’s war is just beginning (Unherd)
Thread: De Gaulle’s view on colonization (Arnaud Bertrand)
Why I no longer celebrate Jerusalem Day (TOI)
A perfect storm is brewing in N Korea (Al Jazeera)
A fragile life in Yemen ( Zocalo)
Spoof: No way to prevent this (The Onion)
The Almighty Gun (Rafia Zakaria)
Cricket: Numbers Game (Himanish Ganjoo)
Thread: Rise of Kishore Kumar ( Dr Snow)
Thread: Day in life of Hedge Fund Analyst ( Net Cap Girl)
On KK’s song Yaaron (Mint)
Some stuff I am reading today morning:
OPEC considers extra large hike in production (Oil Price)
Ultratech Cement announces major capex plans (Fortune)
IIM A launches Agri Land Price Index (BT)
India’s unusual wheat diplomacy (BW)
Inflation in Tomatoes (MC)
Inflation: Was RBI caught napping (T N Ninan)
Govt to stop restaurants from issuing service charge (BS)
Sector Watch: Paints (Forbes)
The bright side for investors (Daily Reckoning)
Is US Big Tech stocks following China Big Tech stocks? (Zero Hedge)
Some stuff I am reading today morning:
India is the biggest winner in new energy trade map (MSN)
Automakers see robust sales (Rediff)
Economic Hurricane is coming (Jamie Dimon)
Adani Group shares take a beating after MSCI rejig (BS)
Company : L&T Technology Services (BI)
Company: EKI Energy (Forbes)
Diageo breaks the Unity of United Spirits (Big Investor)
Say No to the PE ratio (Sid Choraria)
The case for mad money (Rational Walk)
Different kinds of BS (Morgan Housel)