Category: Links

Some stuff I am reading today morning :

Signs that ‘Atma Nirbhar’ package is working ( The Hindu)

Byju’s now valued at $ 12 Billion ( FE )

Is India about to witness a data centre boom?( Fortune )

Why Mumbai Indians is the brand to bet on ( Rediff )

NBFCs have an edge in banking license race ( Mint )

India is getting the rescue of LVB right ( Andy Mukherjee )

For every buyer, there is a seller ( Evidence Investor )

Great companies but wrong stock prices ( ABC )

Wall Street is back to ” Full Bull ” ( DR )

Inside the messy downfall of designer Manish Arora ( Forbes )

Some stuff I am reading today morning:

The best banking news in years ( CNBC )

The tale of Lakshmi Vilas Bank ( BT )

Oaktree offers 15,000 Cr funding to Vodadone Idea ( BS )

The real story behind India’s two wheeler sales ( Vivek Kaul )

PSU Banks : Value Bargains Or Value Traps? ( Ventura)

A Contrarian’s Guide to playing energy stocks ( Nicholas Vardy )

Bitcoin 101 ( Bitcoin)

Door Dash and Societal Arbitrage ( Ranjan Roy )

We have no ideas what happens next ( Morgan Housel )

Are you too frugal ? ( Retire By 40)

Some stuff I am reading today morning:

FPIs stay bullish on India ( Rediff )

LVB depositors should not panic ( Money Life)

Sahara woes escalate ( FE )

The problem of Minimum public shareholding in PSEs ( Leap )

Hole in the head ( Anand Sridharan )

House Buying Rules ( Subramoney )

RCEP and the Nimzo-Indian Defence ( Anantha Nageswaran)

On Tesla being added to the S&P 500 ( Common Sense)

The road ahead is Gold ( Katusa )

The Bogus Case against Gold ( DR )

Some stuff I am reading today morning:

Moderna’s Corona Virus vaccine is 94% effective (CNBC)

BPCL disinvestment gets going (BS)

No RCEP re-entry for India (FE)

Loan defaults hit NBFCs, Fintechs the hardest (Mint)

Why food prices will remain high for a few months (Rediff)

SBI’s Navneet Munot is the new CEO at HDFC AMC (MC)

Buffett bets on Pharma cos (BI)

Bitcoin-The gateway drug (A VC)

Anatomy of a successful Fintech (Marc Rubinstein)

R K Laxman’s cartoons on the 1992 Scam (Sucheta Dalal)