Some stuff I am reading today morning:
Domestic gas price up 62% (FE)
Monsoon to withdraw from Oct 6 (BS)
Why China’s power crunch is a big deal (CNBC)
NCLT directs Zee to consider EGM (CNBC)
Indigo is pushing Spicejet, one station at a time (MC)
Thread: GSFC (Dr Prashant Mishra)
BAF- Balanced Advantage Fakery (MF Critic)
Interview with Jeremy Grantham (Markets)
Research: Value Traps & Deep Learning (Euclidean)
Dangerous Feelings (Morgan Housel)
Some stuff I am reading today morning:
Piramal completes acquisition of DHFL (BS)
Coal India to ramp up fuel supply ( BW )
Domestics Investors’ Chinese bets turn sour (Rediff)
SEBI bans Infosys employee for insider trading (FE)
CredAvenue raises $90 Million in Series A funding (Forbes)
Thread: Ongoing Power Reforms (Multipie Social)
Modi 2.0 : Govt as an Enabler (Debashis Basu)
One sided markets (Barry Ritholtz)
What does price mean when there is no supply? (Doomberg)
Crypto: Axie Infinity has sold $2 Billion of NFTs (Decrypt)
Some stuff I am reading today morning:
Global markets tank (CNBC)
Petrol, Diesel prices to increase further (Rediff)
Marico forays into Chyawanprash (BT)
For sale: SAIL, NBCC, Fertilizer CPSEs (FE)
Stock Talk: Fredun Pharma (Leading Nowhere)
The long road to recovery for small businesses (Forbes)
Evergrande: Tip of the China iceberg (Daniel Lacalle)
Crypto: Sorare Explained (Decrypt)
How are Endowments posting eye popping returns? (RCM Alternatives)
Wealth without work (Charles Hugh Smith)
Some stuff I am reading today morning:
PM launches Ayushman Bharat ( BS)
Reliance to take stake in Glance InMobi (BT)
4 Specialty Chemical stocks to buy (FE)
SEBI revises Risk Management framework for MFs (MC)
The rush for Carbon Neutrality (Devang Patel)
What I don’t want to back ( Anand Sridharan)
Put these charts on your wall-2021 edition (CA)
Existential Optimism (Not Boring)
Why Web 3 matters ( Chris Dixon )
Ben Graham Vs Jesse Livermore ( Common Sense)
Some stuff I am reading today morning:
30 firms may float IPOs in Oct-Nov ( BT)
It could be a cracker of Diwali for builders (FE)
Invesco likely to move court for Zee EGM (BS)
Shareholders vote down Birla nominees for MP Birla cos (Rediff)
Startup: Shadowfax (Forbes)
Do Paint stocks & Crude oil tango? (RK Vadlamudi)
Only 2 things matter (Kiran D)
Welcome to the Meta Verse (Rahul Sanghi)
Changes in the markets happen slowly, then all at once (ZH)
Marc Faber: Inside the mind of a Bear (ACS)