Some stuff I am reading today morning:
China property fear spreads (BS)
China Credit- Writing on the Wall (Last Bear Standing)
DHFL lenders to get payment from Piramal this week (MC)
New mutual funds are hungry for a slice of the pie (Forbes)
European gas prices surge 250% (CNBC)
Is this finally it? (Doomberg)
My thoughts on US inflation (Value Investing)
TSMC: History & Strategy (Acquired)
Fire Or Ice? (Morgan Stanley)
Crypto Bezos (Not Boring)
Some stuff I am reading today morning:
Vodafone, Birla may infuse equity into Voda-Idea (Fortune)
Kitex group to invest 2,400 Cr in Telangana (IE)
Mumbai seems to have lost the airport game completely (MC)
Bollywood losses mount (MC)
Small Finance Banks: Hurt but not out (Forbes)
NFTs: Bored Ape Yacht Club (Decrypt)
Deep Dive: Ultra Jaya Milk (Asian Century)
How losing money can help you earn money (Darius Foroux)
The real cause of China’s Alibaba crackdown (Diplomat)
Is China investable? (Goldman Sachs)
Some off beat reads for the weekend:
An Afghan tragedy (Anatol Lieven)
The criminal incompetence of the Americans (AB)
Could Washington support Balochistan Independence? (National Interest)
Canada is a pedestrian nation (Andrew Mitrovica)
Has Covid ended the neo-liberal era? (Guardian)
Covid Crisis: India’s lost generation (LA Times)
Revolt of the Delivery Workers (Verge)
The illiberalism at Portland State University (Peter Boghossian)
The Falling Man (Esquire)
The Asteroid that shaped the fortune of snakes (BBC Science)
A family story of racism, tenure and death (Neil Verma)
The origins of Ganesha (Hindu Aesthetic)
Food: Himachali Dhaam (Vikas Navratna)
Manoj Bajpayee: The Streaming Star (Open)
Obituary: Sir Clive Sinclair (Sky)
Some stuff I am reading today morning:
SEBI Chairman pushes for T+1 Settlement (FE)
FM Sitharaman announces 30,000 Cr Guarantee for Bad Bank (BS)
What does the Bad Bank deal really mean for lenders (MC)
Ola sold e-scooters worth 600 Cr in a day (Rediff)
Why Zomato didn’t announce Gaurav Gupta’s resignation to Exchanges (BT)
How Apna became an Unicorn with almost zero annual revenue (Forbes)
How to win any argument over investments (Charlie Bilello)
Letters home from Capital Camp (bpsandpieces)
Insider trading comes to Crypto ( Block Crypto)
Venture On? (Pratyush Rastogi)
Some stuff I am reading today morning:
Cabinet approves big bang Telecom reforms (FE)
Cabinet approves 26,058 Cr scheme for Auto & Drone industry ( BW)
Financial bids received for Air India divestment ( BT )
Govt to sell 10% stake in Hindustan Copper via OFS (BS)
SEBI nails Poonawalla Fincorp MD in insider trading case (SEBI)
Rush hour for millionaire homes (Fortune)
Vishal Bali & the Hospital Sector (Forbes)
The ESG gravy train rolls on (Aswath Damodaran)
You don’t need an “Informational Edge” (Lyall Taylor)
The Suckers at the Investment Table (Larry Swedroe)