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Linkfest: 06 June, 2024

Some stuff I am reading today morning:

Markets recover sharply (BS)

Biggest decline in India VIX in 4 years (FE)

India election results leaves Wall Street scrambling (CNBC)

A world record for NSE (BT)

SEBI hurriedly appoints Usha Thorat as key panel chief (Op India)

InvITs eye potential to manage 21 Lakh Crores (DH)

7 India Investment Themes in focus (MC)

Can Popeyes take on KFC in India? (Forbes)

China on track to meet green hydrogen targets (Oil Price)

Is Alpha a mirage in a desert of Beta? (Urban Kao Boy)

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Linkfest: 05 June, 2024

Some stuff I am reading today morning:

Blood bath on Dalal Street after election shocker (BS)

Worst may not be over for markets (FE)

Defensives FMCG, Pharma, IT may gain (MC)

Online brokers disappoint on big trading days (Forbes)

The mandate’s economic message (HT)

Trickling down to Viksit Bharat (Money Life)

How meme trader’s wealth went from $53K to $300M (CNBC)

Company: Naturals Ice Creams (Jago Investor)

The Minsky Market (Common Sense)

Is the software market in trouble? (Tomasz Tunguz)

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Linkfest: 04 June, 2024

Some stuff I am reading today morning:

Indian markets at record highs (Forbes)

Adani stocks skyrocket on exit polls (BW)

PSU stocks rally steeply on exit polls (DH)

Technical glitches at NYSE (CNBC)

Milk Majors hike Milk prices (FE)

Amul’s American Dream (Fortune)

The Curious Case of EaseMyTrip (Money Life)

Elections and Beyond (Prabhakar Kudva)

Is Hyper Inflation a Solution? (DR)

Finding out what we are not looking for (Better Letter)

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Linkfest: 03 June, 2024

Some stuff I am reading today morning:

Nifty expected to rally hard today (MC)

Ab Ki Baar, Nifty 24000 Paar ? (BW)

Indian bankers brace for IPO surge (Bloomberg)

Gautam Adani is Asia’s richest man (HT)

RBI to expand UPI to 20 countries (FE)

Company: SPIC (Rediff)

Considering time & quality of life (MM)

Stocks for the long run (CFA Institute)

Why do companies do stock splits? (Sherwood)

The dark stain on Tesla’s Directors (Montana Sceptic)

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Weekend Mega Linkfest: 31 May, 2024

Some off beat reads for the weekend:

Interview with PM Modi (Open)

China-Taiwan tensions escalate (Newsweek)

Why Russia doesn’t want to liberalize (Palladium)

Climate Change & Balochistan (TFT)

Israel’s leadership at crossroads (TOI)

Media coverage of China in British media (KCL)

Crisis in France’s New Caledonia (Arab News)

Islam rises in South Africa (Front Page)

Yemen’s electricity crisis (Cradle)

In praise of the British pub (Spiked)

Nairobi to New York and back (Guardian)

Thread: The story of Vadnagar (Santosh Ojha)

The torture of Lt. Col. Purohit (Op India)

Origins of Islamisation of Hindi Cinema (Dharma Dispatch)

Thread: Madonna Oriflamma (Story Teller)