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Linkfest: 19 July, 2021

Some stuff I am reading today morning:

Why Zomato IPO is reason to cheer (SA Aiyar)

India’s tech moment to overtake China arrives (BS)

FPIs pull out Rs. 4,515 Cr from Indian Equities (Rediff)

HDFC Securities to enter discount broking (FE)

IB Real Estate: Turning into a real estate behemoth (Phoenix Capital)

Nifty performance in last 20 years (Dhruvesh Sanghvi)

Nifty Microcap 250 Index performance (M&S)

Clean Energy: Invest with caution (CNBC)

We are entering a time of financial repression (Russell Napier)

Decentralization Effects (Software Stack Investing)

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Weekend Mega Linkfest: 16 July, 2021

Some off beat reads for the weekend:

The Uyghur Chronicles (Atlantic)

Cuba: The invisible boot (Antonio Garcia Martinez)

I wish I didn’t live in Durban (Paddy Harper)

Erik Prince’s $ 10 Billion private army in Ukraine ( Time)

How China censors video games (Guardian)

President Kamala would destroy America (Unherd)

Bollywood: Sunset on Khan Market ( Kaveree Bamzai )

Sonu Sood: Hero or Villain? (Hawk Eye)

The last King of Burma (Ahana Bag)

The epic battle of Pavan Khind (Historify Today)

A peek into Panaji’s history (Mint)

The horrific history of the English word ‘juggernaut’ (Savitri Mumukshu)

The Clairvoyant (Truly Adventurous)

Vaishali Shadangule: First Indian woman at Paris Couture Week (BI)

Which oils are used for frying Indian Namkeens? (Swetha Sivakumar)

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Links

Linkfest: 16 July, 2021

Some stuff I am reading today morning:

How retail frenzy is driving markets (MC)

US bans all imports from China’s Xinjiang region (HT)

Wipro Q1 PAT jumps 36% (BS)

How Indian real estate beat Covid second wave (CNBC)

On India’s e-grocery market (Fortune)

Startup: Easy Eat (Aaryaman Vir)

Disclosure Dilemma (Aswath Damodaran)

The Misery Index (Larry Swedroe)

Crypto: Top Decentralized Exchanges (Decrypt)

Why Cuba is having an economic crisis (Noah Opinion)

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Links

Linkfest: 15 July, 2021

Some stuff I am reading today morning:

RBI bars Mastercard from boarding new customers (BT)

Voda Idea’s options for survival are narrowing (Rediff)

DA for Govt employees hiked to 28% (BS)

M&M’s turnaround plan (Forbes)

The Sambandh Finserve MFI scam (MC)

How Penny stock rigging happens in India (Dev Ashish)

Stock Analysis: Valiant Organics (Dr Vijay Malik)

Analysts playing lottery stocks (Klementon)

Crypto: The Lightning Network (Coin Desk)

Too Smart (Morgan Housel)

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Links

Linkfest: 14 July, 2021

Some stuff I am reading today morning:

30 years later, Rao’s reforms endure (Rediff)

Retail can now open Gilt accounts with RBI (RBI)

Patanjali Group clocks Rs. 30,000 Cr turnover in FY21 (MC)

On HAM road projects (Niteen S Dharmawat)

VCats & 9 unicorns (Forbes)

Can Investing become the most common job of the 2000s? (Balaji)

A Stablecoin applies to become a Stonk (Doomberg)

Banks are ripe for disruption (Prof Galloway)

Bill Miller 2Q 2021 Letter (Miller)

Interview with Ho Nam, Altos Ventures (Acquired)