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Weekend Mega Linkfest : 24 May, 2024

Some off beat reads for the weekend:

Milei’s radical plan to transform Argentina ( Time )

Ukraine is on the ropes ( Guardian )

The toxic Russia-China Nexus ( Open )

The East is prevailing over the West ( Print )

China’s economy faces lost decades ( Newsweek )

The graying gig economy ( ROW )

Pakistan’s quest for a foreign policy ( Tribune )

The obsolescence of Lutyen’s elite ( Nandini Bahri )

Thread : How Gopal Patha saved Hindus of Kolkata ( SBT )

Why Machiavelli wrote The Prince ( Engelsberg)

Thread : Alexander’s encounter with Brahmins ( True Indology)

My memories of Ebrahim Raasi ( TOI )

Thread : Reality of INA secularism ( Vats Rohit )

Most Value for Money Luxury Cars ( Team BHP )

The world’s revolt against bad tourists ( BBC Travel )

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Links

Linkfest : 24 May, 2024

Some stuff I am reading today morning:

China starts military drills around Taiwan ( CNN )

Indigo airlines post bumper profits ( Fortune )

Thread : 12 Observations on Consumer Brands ( Arindam Paul )

How India became world’s third largest startup hub ( Forbes )

China’s iron ore imports expected to hit record high ( Oil Price )

Economic Collapse in Bhutan ( CNBC )

The most unexpected breakout of 2024 ( DR )

Avoiding the Behaviour Gap ( Big Picture )

How lies spread ( Irrelevant Investor)

The Ultimate Life Coach ( Mr MM )

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Links

Linkfest: 23 May, 2024

Some stuff I am reading today morning:

Bumper RBI dividend to Govt ( BS )

Major rejig of GST, Customs Duty being planned ( FE )

Regulations on the way for SME IPOs ( BW )

Tata Motors is now most profitable co of Tata group ( Rediff )

Adani Group accussed of Coal Scam ( Money Life )

Nvidia shows no signs of AI slowdown ( CNBC )

Charts : Risk On across the globe ( All Star )

Profile : Terry Smith ( Pari Passu )

Buffett : Don’t underestimate the role of luck ( AM )

Survival ( Microcap Club )

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Links

Linkfest : 22 May, 2024

Some stuff I am reading today morning:

India marketcap hits $5 Trillion ( Fortune )

Stock valuations may not be sustainable ( FE )

Curious case of huge haircuts at NCLT ( BT)

Vivo overtakes Samsung in India ( Forbes )

Company : Ashiana Housing ( BI )

Stock Talk : Jagsonpal Pharma ( Watchlist )

Interview with Nilesh Shah ( Rediff )

On Cash Flow Statements ( Foot Notes Analyst )

A tool for testing investor confidence ( BI )

Why we still believe in Gold ( Unherd )

Categories
Links

Linkfest: 21 May, 2024

Some stuff I am reading today morning:

FPIs withdraw 28,200 Cr from Indian equities in May (BS)

Markets stare at $14.5 Billion outflow risk (Forbes)

RBI cracks whip on co-lending deals (MC)

Debt-to-EBITDA at a decadal low (FE)

Ashok Hinduja’s leverage in the RCap deal (BW)

Commodity: Gold (BI)

Interview with Stanley Druckenmiller (CNBC)

A Masterclass with Bill Miller (Investment Talk)

The Stock Market’s great Paradox (The Market)

The Life Hedge (Jared Dillian)