Some stuff I am reading today morning:
SC: GST Council recommendations are not binding (FE)
Indonesia reverses ban on palm oil exports (Fortune)
The $ problem for Emerging Markets (US News)
Company: SIS (Forbes)
Rajratan’s global ambitions (BI)
Cars24 fires 600 employees (BS)
Interview with Siddhartha Bhaiya (Morningstar)
What we learnt from Q1 2022 earnings calls (The Transcript)
Capitulation Playbook (Barry Ritholtz)
Nothin’ but the Rent (Trevor Jackson)
Some stuff I am reading today morning:
Sell off intensifies on Wall Street ( CNBC )
Ruchi Soya to become Patanjali Foods (BS)
Bidders walk out of BPCL privatisation (Rediff)
Germany’s Wholesale Price Inflation hits 23.8% (BI)
Ajay Piramal’s next battle (BT)
State run cos to decide on disinvestment (Fortune)
Gross margin problem for tech startups ( David Sacks)
Tiger Global is scaling back (Tech Crunch)
The Contrarian Curse (Daily Reckoning)
The complex economics of growing old (Minnepolis Fed)
Some stuff I am reading today morning :
IOC posts highest revenue of any Indian co ( Rediff )
LIC makes a poor debut on the markets ( Fortune )
WPI inflation hits 30 year high ( FE )
RBI rejects banking application of Navi ( MC )
Jack Ma exits Paytm Mall (Mint )
Pakistan is facing bankruptcy ( Asia Times )
The 2022 SaaS Crash ( Meritech )
Are 10 minute deliveries failing? ( MC )
Nowhere to hide ( Daily Reckoning )
Exploiting volatility to outmaneuver the market ( Miller Value )
Some stuff I am reading today morning:
LIC may list at a discount ( BS )
India’s best financiers ( Fortune )
How Freshworks is fighting the brutal tech meltdown ( Forbes )
Stock Talk : SBI ( FE )
Thread : Adani Cement ( R L Narayanan )
India’s export ban leads to all time high wheat prices ( BT )
Buzzing Manesar goes silent due to power cuts ( Rediff )
Why a US recession is likely in 2023 ( Jeff Gundlach )
Secular Vs Cyclical markets ( Barry Ritholtz )
The rise after the fall ( Ted Lamade )
Some stuff I am reading today morning :
Adani to buy Ambuja, ACC ( Fortune )
LIC debut will impact retail sentiment (HT)
Foreign Investors have pulled out 25,200 Cr in May so far ( BW )
Reliance to acquire dozens of brands ( BT )
Negligence by NSE’s Board of Directors ( Hemindra Hazari )
Startup : Uniphore ( Forbes )
My bear market survival guide ( Ben Carlson )
The case for physical gold ( DR )
Buffett’s big bet on Energy ( InvestmentU )
Tiger Global & late stage private markets ( Ranjan Roy )