Category: Links

Some stuff I am reading today morning:

India warns UK (BS)

Investor ire on Zee Learn, Zee Media now (MC)

Adani to invest $20 Billion in Renewable Energy (BW)

Bajaj Finance Call snippets with Morgan Stanley (Raghav Chaudhary)

Are we nearing a capex cycle? (Multipie Social)

Why US automakers failed in India (Rediff)

Consolidation in Indian real estate is a myth (Money Life)

What does Everrande meltdown mean for China? (Michael Pettis)

What’s wrong with Gold? (DR)

A few things we learned Q2 2021 (Octahedron Partners)

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 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)