Wishing readers on the occasion of Independence Day
Some stuff I am reading today morning:
Karnataka Govt closes bank accounts with SBI, PNB ( Money Life )
Mining cos stare at 2 Lakh Crore hit ( FE )
SEBI clarifies on NSE IPO ( BT )
SEBI chief in Delhi ( BW )
China warns of steel crisis ( HT )
High dealer inventories impacting PV sales ( DH )
Buying Low Expectations ( AM )
Who is swimming naked? ( Climateer )
On Investing Mentors ( Microcap Club )
Long Term Selfish ( Seth Godin )
Some stuff I am reading today morning:
CNG vehicles ride past Diesel in sales (Rediff)
ITR processing time reduced to 10 days (HT)
The Quick Commerce Olympics (Inc 42)
Vedanta to sell 2.6% stake in Hindustan Zinc (BS)
Mittal shouldn’t be allowed 100% of BT (Guardian)
Starbucks fall from grace (MC)
BloombergGPT is going to replace the analyst (Wallstreet Fintech)
The market is very vunerable (Jeremy Grantham)
From Sandpiles to Angel Investments (CFA Institute)
Adjacent but not relevant (Seth Godin)
Some stuff I am reading today morning:
Retail inflation slips to 5 year low of 3.54 % (Rediff)
Why Sunil Bharti Mittal reconnected with BT ( FT )
QIP of Adani Enterprises on track (BS)
Boosting bank deposit growth is a challenge (Forbes)
Company: Coal India (BI)
Why almost nobody is buying green hydrogen (HT)
Falling commodity prices indicate trouble ( CNBC )
Fishing in a very large pond ( Fundoo Professor)
How fear makes us better investors ( OC )
The high cost of cheap money ( DR )
Some stuff I am reading today morning:
Allegations against SEBI Chairperson Madabhi Puri Buch (Hindenburg)
Response to allegations made by Hindenburg Research (Madhabi Puri Buch)
Statement on allegations made by Hindenburg Research (SEBI)
AMFI: Hindenburg allegations are baseless (BL)
Power demand up 7% yoy in July (FE)
Reliance to commission first solar giga factory by FY25 (DH)
Interview with DIPAM Secretary Pandey (Rediff)
China’s bond market is rattled (CNBC)
Dubious development demands GST notice (Money Life)
Thoughts on Buffett selling Apple (Base Hit Investing)
Some off beat reads for the weekend:
Dial D for Dhaka (Open)
Bangladesh Crisis: Major concern for India (Chanakya)
Economic roots of Bangladeshi unrest (Al Majalla)
Religion violence in Pakistan is getting worse (TFT)
Economic crisis in Maldives (ORF)
Yahya Sinwar takes over leadership of Hamas (Cradle)
What my interview with President Raisi taught me about Iran (TOI)
UK is rioting (RT)
The Disunited Kingdom (IM1776)
Time up for Canadian politican Jagmeet Singh (Walrus)
Whatever happened to ‘womens liberation’ ? (Spiked)
Photos: Tigers (Smithsonian)
Scrabble, Anonymous (Paris Review)
Art Vs Artist (Jai Arjun)
Driving Abroad: Mistakes to avoid (Team BHP)