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)
Some stuff I am reading today morning:
Thread: Chinese connection in Hindenburg saga (Mahesh Jethmalani)
SEBI has a strong case against Hindenburg (Rediff)
British retail investors are ploughing money into India (The Times)
NSE imposes price control caps on SME IPOs (HT)
Raymond announces demerger of its real estate business (Fortune)
Interview with Prashant Jain (Forbes)
Even wealthy Americans are struggling to make ends meet (CNN)
Chinese Stock: Kweichow Moutai (Moatless Musings)
The Shareholder Supremacy (Edward Zitron)
Forget about Factors (Rogers Planning)