Some stuff I am reading today morning:
Foreign Fund’s share in Equities at 19.5% (BS)
On Axis MF front-running (Free Fincal)
On the LIC Business ( Mouli Raj)
Company: RR Kabel (BI)
The Illusion of passive investing (PAL)
How to think & act for the long term (Michael Batnick)
Trend models are telling to go short (Mr Zepczynski)
On Inflation (Dr Aswath Damodaran)
Startups: The Burn Multiple (Craft Ventures)
Strategies for a Bear Market (Asian Century Stocks)
Some off beat reads for the weekend:
China’s troubling new military strategy (Atlantic)
Everyone’s anti-war till the propaganda starts (RT)
Ukraine: From bread basket to bread crumbs (Al Jazeera)
Balochistan: Pakistan’s festering wound (Dawn)
What happened on Spicejet flight SG945? (HT)
Why is it so hard to control our appetites? (Raj Telhan)
How Morarji Desai became PM in 1977 (Open)
Madeline Albright’s legacy of war making (Gray Zone)
Kunapajala: World’s first natural pesticide (BI)
Travelogue: Lansdowne (Team BHP)
Thread: A Tamil mutt transferred power from British to India (S Gurumurthy)
Thread: Why I regret selling WhatsApp to Facebook (Neeraj Arora)
The endless exile of Ayoob Mohammed (Walrus)
India’s Foreigners Act (Nandini Ramachandran)
Why voting is dumb ( Indi Samarajiva)
Some stuff I am reading today morning:
LIC IPO fully subscribed on Day 2 (BT)
Adani Power Q4 profit zooms multifold (Fortune)
On the Nasdaq Plunge ( Sid Choraria )
How Tata Consumer grew despite the pandemic (Forbes)
The resurrection of Jet Airways (MC)
Company: BL Agro (BI)
Bank of England hikes rates to 13 year high (CNBC)
Why you should get rich slowly (S Venkatesh)
The trouble with Capitalism (Jeremy Grantham)
Everything is a WeWork now (Wired)
Some stuff I am reading today morning:
Monetary policy statement May 2022 (RBI)
Recap of Fed hike of 50bps & the market rally (CNBC)
5 Reasons why RBI shocked the market (BT)
The beginning of the end of low interest home loans (BW)
Overwhelming response to LIC IPO (MC)
Stock Talk: TNPL (Phoenix Capital)
Is the cheap gas dream going bust? (BI)
Is innovation investable? (BPS & Pieces)
Tiger Global is down 44% in 2022 (Yahoo)
Thread : Seneca & Investing (Abhishek)
Some stuff I am reading today morning:
Bumper profits at Tata Steel ( BS )
Coal India sets new production records ( BT )
JSW Energy net profit up 8 fold ( FE )
The strange story of Ruchi Soya ( News Click )
Adani Wilmar buys Kohinoor, other brands ( Rediff )
Company : Minda Industries ( Forbes )
Interview with Paul Tudor Jones ( CNBC )
Cash is like Oxygen ( Buffett )
Too many bears ( Barry Ritholtz )
How to fail at investing ( Occam )