Some stuff I am reading today morning:
Euphoria in Indian IPOs ( Bloomberg )
India’s rooftop solar program ( Hindu )
Company: Voltas ( Rediff )
Banking Crisis in China ( Sina 21 Capital)
Indians are travelling abroad like never before ( Fortune )
Q1 FY25 Letter to Investors ( Solidarity)
Q1 FY25 Letter to Investors ( 2Point2 Capital )
The beginning of the end of market price targets ( Axios )
Does ‘Skin in the Game’s really matter? ( BI )
A Bear Market shock can upend Tech stocks ( Climateer )
Some stuff I am reading today morning:
Equity MF inflows hit 40,000 Cr in June ( Rediff )
SEBI derivatives panels suggests curbs ( MC )
India food services market to touch 7.76 Trillion ( FE )
India-Russia target $100 Billion bilateral trade ( BS )
Company: ICICI Bank ( Fortune )
Errors in SC DMRC Judgement ( BW )
Rentier Capitalism ( Mostly Economics)
Pollution Premium ( Alpha Architect)
The playing field for China gets narrow ( The Market )
Crypto’s Make or Break Moment ( DR )
Some stuff I am reading today morning:
Tata Group airlines move closer to merger ( FE )
23% rise in life insurance premium collection ( DH )
Maruti dispatches 2 Million vehicles through Indian Railways ( HT )
Company : HDFC Bank ( Rediff )
Xiaomi’s plans for India ( Forbes)
Bajaj after Rahul ( Fortune )
Bill Ackman wants to monetised his Twitter account ( Sherwood )
Gold as a safe haven in a warming world ( Oil Price)
Interview with Brian Klass ( Big Picture)
The paradox of lessons ( Seth Godin )
Some stuff I am reading today morning:
Modi in Moscow today ( BT )
Average housing prices appreciate by 50% in Delhi-NCR ( DH )
EVs haven’t taken off despite subsidies ( Rajiv Bajaj )
Sector : Health Insurance ( Ganesh Nagarsekar )
Stock Talk : Godrej Properties ( Rediff )
AI’ $600 Billion Question ( Sequoia)
On the special relativity of investment horizons ( Discerne )
Bad Assets Vs Good Liabilities ( Fundoo Professor )
The Degenerate Economy ( Howard Lindzon )
FAQ on Passive Investing ( GMO )
Some off beat reads for the weekend:
Modi’s Moscow Mission (RT)
Russia-Ukraine War is like US Civil War (Dmitri Medvedev)
Israel & Hezbollah heading towards war (Open)
Israel’s Two Big Lies (Tablet)
The resilence of China’s economy (Yao Yang)
Canada’s Khalistani doublespeak (First Post)
RAW is targeting CPEC in Pakistan (Tribune)
American Militarism in South Asia (Friday Times)
What is behind Kenya’s protest movement? (Crisis)
UK Universities on the brink of disaster (Guardian)
How US ensured ISIS conquered Mosul (Cradle)
The misfortunes of War (Engelsberg)
What we can learn from British East India Company (IM1776)
Trekking: Annapurna Circuit (Team BHP)
Nothing is yours (Dinyar Bharucha)