Some stuff I am reading today morning:
Govt clears entire GST dues (BT)
States seek legal views before GST meet (Rediff)
Oil hits $124 (Fortune)
Where are Oil Prices headed? (Oil Price)
India gets second chance to pivot to Indo-Pacific (CNBC)
Company: Eveready (BI)
Stock Talk: PG Electroplast (BS)
Stock Analysis: Sharda Cropchem (Dr Vijay Malik)
Rallies to the bottom (Nick Maggiulli)
Jack Welch’s questionable legacy (Axios)
Some stuff I am reading today morning:
Indian IPOs inundated with bogus applications (Fortune)
Commodity prices may have peaked (FE)
EU agrees on partial ban on Russian oil imports (CNN)
The Paradoxes at Davos 2022 (Gautam Adani)
India’s wheat procurement remains subpar (Rediff)
Poor Q4FY22 results for LIC (BS)
A fight for survival for Indian startups (Forbes)
Strategies to mitigate tail risk (Larry Swedroe)
Value Investing is not all about Tech (Cliff Asness)
What’s going on in Chinese Real Estate market? (Yield Dive)
Some stuff I am reading today morning:
US surpasses China to become India’s largest trading partner (BS)
Coal shortages in India are worsening (BW)
Investigations continue in Axis MF front running case (Rediff)
Big Tech selloff is long overdue (Bloomberg)
On a painfully strong $ (FE)
The decade of cheap Uber rides is over (Slate)
IQ isn’t enough for investing success (Humble $)
Strip Club Indicator (Indy100)
Learnings from super investor Robert Wilson (Novel Investor)
Memo: Bull Market Rhymes (Howard Marks)
Some off beat reads for the weekend:
Modi: Decolonising the Indian mind (Open)
A tale of two Conclaves (Op India)
Why Kapil Sibal exited Congress (Print)
How Doctors Die (Zocalo)
Is the US winning Russia’s war in Ukraine? (Manlio Graziano)
New silent Intifada (Ray Hanania)
School shootings are now as American as Apple Pie (Belen Fernandez)
My Latvian grandfather. Nazi or KGB agent? (Guardian)
How the Ukraine Crisis ends ( Henry Kissinger )
A fading future in Istanbul (Ahmed Askary)
Transnistria is too old for war (Unherd)
Surendra Nath Sehgal, Microbiologist (Sukhada Tatke)
Nikhat Zareen, Boxing Champion (Mint)
Travelogue: North Sikkim (Team BHP)
Thread: Kerala temple made famous by thieves (Ayudhika)
Some stuff I am reading today morning:
Moody’s slashes India’s GDP growth to 8.8% (Rediff)
Govt withdraws BPCL disinvestment process (BS)
Coal India to divest 25% in BCCL (MC)
Company: Stellantis (Forbes)
Sequoia Memo to Founders (Fortune)
How we think about cash (John Neff)
How much longer can Google own the Internet? (Vox)
Finally, a stock market crash ! (Money Mustache)
This breakdown is the real McCoy (Jeremy Grantham)
Every Bear Market is different (Charlie Bilello)