Some stuff I am reading today morning:
Modi & the unstoppable rise of India (Newsweek)
India can grow fast with or without Modi (Reuters)
Elon Musk to visit India (BS)
Hot US inflation data spooks markets (CNBC)
Railways may not meet 2030 freight target (Rediff)
Supreme Court’s decision against Reliance Infra (NDTV Profit)
Startup: Mokobara (Forbes)
Commodity: Silver (Katusa)
The Opportunity in Japan (Hosking Partners)
China’s real estate tycoons lost $100 Billion (Climateer)
Some stuff I am reading today morning:
Gold prices hit Rs.71,000 per 10 grams (CNBC TV18)
Skymet predicts normal monsoon (FE)
AGI Greenpac mislead stock exchanges (BW)
Q4FY24 Letter to Investors (Solidarity)
Q4FY24 Letter to Investors (2Point2 Capital)
Company: Super Plastronics (FE)
The case for investing in Silver (Bloomberg)
But we are long term investors (Microcap Club)
The danger of one decision stocks (AM)
On Status Games (Rad Reads)
Some stuff I am reading today morning:
Bain Capital eyeing exit from Axis Bank (MC)
Jamie Dimon issues stark warning (The Street)
Ukraine War is getting dangerous (DR)
Commodity: Silver (BT)
Make the Indian retail investor your venture capitalist (Forbes)
Why I invest in China (Ray Dalio)
A long term view of markets (BBS)
Don’t blame Indexing for your problems (Acadian)
Lucky Vs Repeatable (Morgan Housel)
AI & Jevons Paradox (Seth Godin)
Some stuff I am reading today morning:
RBI Governor’s statement on Monetary Policy (RBI)
India seeks $100 Billion a year in FDI (MC)
Thierry Delaporte resigns as Wipro CEO (NDTV Profit)
Air India CEO’s annual letter to investors (HT)
Company: CarDekho (Forbes)
Thread: Gold is protection against US debt monetization (Jared Dillian)
Oil thoughts on the break (Open Insights)
Exploring the Indian startup frontier (CFA Institute)
Cognitive Dissonance (Cliff Asness)
The fallacy of obviousness (Mr Zepczynski)
Some off beat reads for the weekend:
Indian Govt reponsible for assassinations in Pakistan (Guardian)
Punjabi singers & Khalistan 2.0 (Organiser)
On Trade with Pakistan (ORF)
The final gasps of Pakistani patriotism (Tribune)
Concerns over Jordan’s stability (Arab News)
Inside the complex Russia-Iran relationship (Al Majalla)
Inside Sudan’s forever war (Engelsberg)
How much is a dead Jew worth? (Tablet)
Carnatic Music is rooted in Sanatana Dharma (Open)
David Attenborough: Voice of Nature (Smithsonian)
The Asante gold crown jewels (RT)
Thread: Chandrababu Naidu’s Rythu Bazaar (VGS1100)
The perfect Nankhatai (Dawn)
Thread: National Maritime Day (Harshil)
Drive: Arunachal (Team BHP)