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$ Rally loses steam
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Linkfest: 30 December, 2022
Some stuff I am reading today morning:
India’s CAD at all time highs (Fortune)
Banks’ Net NPAs at 10 year lows (BS)
SEBI punishes DSP AMC (MC)
REIT: Mindspace REIT (BI)
Startup: Integrow (Forbes)
Thread: RBI on Crypto (Kashif Raza)
QE is returning by stealth (FT)
War & Commodity Encumberance (Zoltan Pozsar)
The Mega Bubbles have started to burst (EC)
Thread: 10 Best Quotes of Charlie Munger (Frank)
Source: Avendus
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Praveg: New Year InTent
Source: Exchange Release of Praveg Ltd
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Linkfest: 29 December, 2022
Some stuff I am reading today morning:
NASDAQ hits new 2022 lows (MC)
India-Australia FTA comes into force from today (Rediff)
On the Kochchar & Dhoot arrests (Sucheta Dalal)
IT exemption can be increased to 5L (BS)
Airtel plans listing of payments arm (FE)
Piaggio focuses on the 3W market (Forbes)
Thread: How India can produce globally competitive cos? (Sridhar Vembu)
4 Investing mistakes to avoid in 2023 (Morningstar)
The fintech reckoning is upon us (CNBC)
Interview with Charlie Ellis (Big Picture)