Some stuff I am reading today morning:
Fed hikes rates ( CNBC )
Edible oil prices may hit new highs (FE)
Jet Fuel prices hit all time highs (Rediff)
Maruti Chairman against EVs (CNBC)
Ignore macros at your own peril (Intelsense)
Interview with Anoop Bhaskar (Ventura)
Thread: On Carbon Credits (Mudit Maheshwari)
The greatest investment of all time (Sid Choraria)
Don’t be deceived (Humble $)
A reshuffling in real assets (Massif Capital)
Some stuff I am reading today morning:
Crude oil falls below $95 (Reuters)
PLI scheme for auto attracts 74,850 Cr investment (Fortune)
No proposal to revamp capital gains taxes (CNBC)
Investors rush for TCS buyback (BS)
MNC e-commerce giants violating FDI norms (Rediff)
Blinkit to merge with Zomato (BT)
No respite for Paytm (Forbes)
The US economy is stalling out (DR)
London Stock Exchange has damaged its credibility (Doomberg)
In a first for India, Orai Robotics gifts NFTs to employees (FE)
Some stuff I am reading today morning:
IOC buys 3 million barrels of Russian crude oil (Reuters)
Milk, Tea, Coffee, Maggi etc to cost more (FE)
Feb retails inflation at 6.07% (Rediff)
Govt planning LIC IPO in May (BS)
Antler India: Early stage investing VC (Forbes)
Thread: Carnage in Chinese markets (Rebecca Choong Wilkins)
Some thoughts on bear markets (Ben Carlson)
Crypto maybe too big to fail (Grid)
D2C space is slamming into reality (Alex Kantrowitz)
Thread: 15 Lessons from 15 years at Sequoia (Pat Grady)
Some stuff I am reading today morning:
Paytm Payments Bank cannot board new customers (RBI)
Paytm Founder Sharma in hit & run accident (Fortune)
Adani,KKR, Piramal etc bid for Reliance Capital (BT)
Ruchi Soya’s OFS (BS)
How will the Russia-Ukraine war impact us? (Manish Bhandari)
Thread: Crude impact on Chemical Sector (Value Educator)
How has Marcellus portfolio stocks fared? (Ajay Dhaka)
How Saudi money is changing India’s Banarsi hub (Rediff)
The dangers of averaging down (Safal Niveshak)
Longevity in Investing (Dan MccMurtie)
Some stuff I am reading today morning :
US inflation highest in 40 years ( CNBC )
7 takeaways from Assembly Elections 2022 ( Shekhar Gupta)
HUL ED Prabha Narasimhan is now Colgate CEO ( MC )
Reliance terminates sub-lease of 947 Future Group stores ( FE )
HOEC aims to strike gold with oil ( BL )
What they don’t tell you about the Emergency Fund ( Free Fincal )
The Villain Test ( Craig Shapiro )
Low Expectations ( Morgan Housel )
Say Less ( TRB )
On the parallels between Russian Oil & Confederate Cotton ( Roger Lowenstein )