Some stuff I am reading today morning:
Xi Jinping is humiliated by India (Newsweek)
China laying fibre optic cables at border (BS)
Toyota halts India expansion blaming taxes (Mint)
S&P expects India’s economy to contract by 9% in Fiscal 2021 (Reuters)
On Jio Financial Services (Liberated Soul)
More market pain is coming (Trading Nation)
NASDAQ’s internal momentum is waning (Sentiment Trader)
Ben Graham was a Quant (Anish Teli)
Tailwinds > Moats (Sajith Pai)
Interview with Terry Smith (AM)
Some stuff I am reading today morning:
SEBI issues clarification on MultiCap MFs (BS)
FPIs pull out money due to China tensions (BS)
China is unlikely to uphold its side of truce bargain (Mint)
Stock Analysis: ITC (Manish Jain)
Stock Talk: Jubilant Foodworks (Big Investor)
Mumbai’s real estate industry should introspect its Pepsi experiment (Vishal Bhargava)
Oracle poised to become Tik Tok’s US partner (CNBC)
Yes, its a Tech Bubble (Inc)
Playing dumb (Humble $)
Most stocks suck (Irrelevant Investor)
Some off beat reads for the weekend:
Philisophical contradictions fuel India-China tensions (M S Pratibha)
Xi Jinping is not going anywhere (M S Pratibha)
Balochistan is the Game Changer (My Ind)
Asim Bajwa’s dirty money is RAW Saazish (Naila Inayat)
Is India Space tech’s dark horse? (A Junior VC)
What Erwin Schrodinger said about the Upanishads (Science)
Why you should not do MTech (Dheeraj Sanghi)
Inside the Republic of Arnam Goswami (News Laundry)
JRD Tata: Patel should have been the PM (Adarsh Hegde)
Winston Churchill’s unpaid debt to Bangalore Club (Live Law)
English phrases commonly used in India but rarely elsewhere (Pushpendra Mohta)
Why Disney’s Mulan is a scandal (Washington Post)
How my mother & I became Chinese propaganda (New Yorker)
My mother downplayed her Indian Jewish heritage.I reclaim it (JWeekly)
Obituary: Kesavananda Bharati (Open)
Some stuff I am reading today morning:
Indo-China Joint Press Statement (MEA)
SC extends loan moratorium till 28 September (Mint)
Zomato plans IPO (Rediff)
Long Term Stock Exchage opens (Protocol)
Investment Memos on our successful investments (Bessemer Ventures)
How to avoid investing sabotage (Jody Chudley)
I hope this inspires you (Ian Cassel)
Robinhood & how to lose money (Ranjan Roy)
Corrections happen (Barry Ritholtz)
An endless responsibility (TRB)
Some stuff I am reading today morning:
Happiest Mind’s IPO oversubscribed 151 times (Rediff)
The stock market is an absolute, raging mania (Stanley Druckenmiller)
Reliance Retails stake sale cycle begins (BS)
Indiabulls Housing Finance launches QIP (MC)
India’s August fuel consumption declines (Reuters)
Mumbai Flat owners slash rents for first time (MM)
Silver Lake bets big on India story (Mint)
The fight in India’s premium biscuits market (Forbes)
It was Masa the whole time ! (Ranjan Roy)
On Buffett’s $ 570 Million bet on Snowflake (BI)