Some stuff I am reading today morning:
Budget Speech 2022-2023 (PIB)
India Inc to benefit from Govt’s massive push (BS)
Budget disappoints majority of taxpayers (FE)
Rakesh Jhunjhunwala on the Budget (CNBC)
Bittersweet Budget for Cryptos (Fortune)
Govt has ambitious plans for Gift City ( Rediff )
The Price of Admission in Stocks (Charlie Billelo)
Bubble Stock Meltdown (Verdad)
Mea Culpas, Base Rates & Hard Work ( Farnam Street)
On Schedule (Seth Godin)
Some stuff I am reading today morning:
Economic Survey says all is well (Manas Chakravarty)
Tata Steel to buy govt stake in Neelachal Ispat (BS)
Stock Talk: Nykaa (FE)
Thread: Sona Comstar (Intrinsic Compounding)
My only ever short thesis (Anand Sridharan)
The market is the greatest critic (Semil Shah)
Shooting oil in a barrel (Doomberg)
The Rules (TRB)
What the hell are NFTs and what do they mean for art? (Irish Times)
Crypto Currency is a giant Ponzi scheme ( Sohale Mortazavi)
Some stuff I am reading today morning:
FPIs pull out Rs.28,243 Cr from Indian Equities in Jan (BT)
Bad Bank takes off (FE)
Reliance’s $75 Billion plan to make India a hydrogen hub (BS)
China takes the lead in hydrogen electrolyzers (CNBC)
How FMCG firms are dealing with Covid (Rediff)
The market is savage (Irrelevant Investor)
The high cost of an easy job (Nick Maggiulli)
We’ve seen this Fed movie before (Daily Reckoning)
Thread: What the best D2C P&Ls look like (Fan Bi)
Thread: 15 Investing Value Bombs from Yen Liow (Max Koh)
Some off beat reads for the weekend:
Putin has history on his side ( Dominic Sandbrook)
The real prize in Ukraine (Atlantic)
Pakistan’s strategic depth in Afghanistan (C Christine Fair)
How the US stitched up the Honduras garment industry (Guardian)
Lone sister of the Islamist Brotherhood (Rahul Pandita)
Turkmenistan’s ‘Gates of Hell’ firepit (Smithsonian)
Opposition to Australia Day (Chris Sweeney)
Britain has a Muslim anti-Semitism problem ( Rakib Ehsan)
Mourning the holocaust in 1945 (TOI)
Lessons from a failed Palestinian film ( Hamid Dabashi)
World’s best building is in rural Bangladesh (Guardian)
The nomadic Gujjar-Bakarwals of J&K ( Rayan Naqash)
Hyderabad or Bhagyanagar? (LHI)
Thread: Frustrated Desi Academics (Vishal Ganesan)
Thread: Vijay Lakshmi Pandit & Stalin ( Kavita Tewari)
Some stuff I am reading today morning:
Tatas get control of Air India after 7 decades (BS)
ED arrests Karvy Group CMD, CFO (Fortune)
Why Sodium is Mukesh Ambani’s big battery bet (Climateer)
Thread: Why Boat is not a sustainable company (Kush Agarwal)
Stock Talk: Canara Bank (Phoenix Capital)
Company Profile: Godavari Biorefineries (BI)
The Fed has no real plan (Ryan McMaken)
But are you short the market? (Marginal Revolution)
How You Tube became unstoppable (Protocol)
Dollars ex Machina (Doomberg)