Some stuff I am reading today morning:
HDFC Group shares falter (BS)
No taper tantrum in India (FE)
Bidder of BSNL land assets fails to get buyers ( Rediff )
Hyundai suffers backlash in India ( Reuters )
How Air India got its name 75 years back (MC)
The Stockdale Syndrome in Investing (8020 Investor)
Diversification never gets blown out (Common Sense)
Is the beginning of Facebook’s downfall? (LA Times)
Non-Fungible People (A VC)
Metaverse real estate sales top $500 Million (CNBC)
Some stuff I am reading today morning:
FPI selling continues in Feb (FE)
DCGI gives nod to Sputnik Light in India (MC)
Adani to set up data centre in Mumbai (BS)
Bharat Pe: Another Founder Vs Investor battle (Rediff)
$90 oil is only the beginning (Oil Price)
The Psychology of saving money ( Chris Mamula)
Baupost 2021 Year End Letter (Seth Klarman)
OAM Asian Recovery Fund Letter to Investors (OAM)
David Tepper: The King of bouncing back (Neckar Cap)
Global Opportunities: Japanese Equities ( Calamos)
Some off beat reads for the weekend:
China’s loss of solders in the Galwan clash (ANI News)
Challenges facing China (George Soros)
Putin’s next move is an open question (New Yorker)
No weakness in NATO’s Eastern flank (Al Jazeera)
The Muslim world isn’t coming to save Uyghurs (Atlantic)
Changes afoot in Middle East (Arab News)
Why Canada’s truckers will lose (Unherd)
Thread: Western barbarism in the Congo (Vivek)
The emptiness of Hillary Clinton’s politics (Jacobin)
Britain’s most successful real estate agent (Guardian)
Sex & the Holy City (TOI)
Thread: India’s ancient mathematicians were religious (Jeysundhar)
Thread: On Netaji’s ashes in Japan (Vidya Nagaraj)
Thread: Spanish Laughing Guy Meme is the greatest meme ever (Trung Phan)
Drive: Arunachal Pradesh (Team BHP)
Some stuff I am reading today morning:
Godrej Properties to invest 400 Cr in DB Realty (BT)
Adar Poonawalla’s diversification plans (Forbes)
Next Gen takes over in Emami (BS)
LIC ties up with Policy Bazaar (MC)
Stock Talk: Jubilant Foodworks (FE)
Sector Watch: Paints (Fortune)
Deep Dive: Spotify ( Patient Capital)
Markets are a beauty contest (Irrelevant Investor)
Fashion is just TikTok now (Verge)
You can’t buy past returns (MFO)
Some stuff I am reading today morning:
Russia Crisis escalates (CNBC)
Competition Commission imposes hefty fines on Tyre Cos (CCI)
BPCL privatisation may be pushed to FY23 (BS)
Interview with Vallabh Bhanshali (ET Now)
How to pay taxes on Crypto (FE)
Thread: The harmful 1% TDS on Crypto (Naimish Sanghvi)
Crypto is a sign of an Economy in abundance (OReilly)
Gaming the Smiling Curve (Stratechery)
The Economics of Data Businesses (Abraham Thomas)
Fluke (Morgan Housel)