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)
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)
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)
Some stuff I am reading today morning:
President Trump has been convicted (CNBC)
Power Demand hits record of 250 GW (MC)
NTPC Green IPO to fetch over 8000 Cr (FE)
Agnikul launches world’s first 3D Printed Rocket (Fortune)
JioFinance App launched (TechCrunch)
RBI’s balance sheet is 2.5x Pakistan’s GDP (Rediff)
Startup: Grip Invest (Forbes)
The lesson of Loki? Trade less (Tim Harford)
Letter to Texas Instruments (Elliott)
The hubris of creativity (Seth Godin)
Some stuff I am reading today morning:
India Inc plans fund raising via QIPs ( BS )
RBI imposes restrictions on Edelweiss ( Rediff )
All eyes on Election Results ( Money Life )
US bond markets sound inflation alarm ( The Street )
India is key beneficiary of China+1 ( Fortune)
S&P upgrades India’s outlook to ‘Positive’ ( DH )
Modi’s return will boost defence,infra stocks ( Reuters )
The best investment hedge right now is Gold ( Ray Dalio )
The insane rally in Nvidia ( Josh Brown )
AI integration and modularisation ( Stratechery)