

Some stuff I am reading today morning:
Demat accounts cross 100 Million for the first time (BS)
UK FTA pact to meet Oct deadline (FE)
Will the festive season be bright for business? (Forbes)
Reliance’s fourth investment cycle to double earnings (Rediff)
IPO: Tamilnad Mercantile Bank (Arun Kejriwal)
10.5% UGro Capital NCD issue (MII)
Interview with Jeffrey Gundlach (The Market)
Why the Russian oil price cap won’t work (Oil Price)
West pressurizes India on Russian oil (CNBC)
The Commodity Crisis in Europe (Zero Hedge)
Being Bearish Vs Being Realistic (Common Sense)
Some stuff I am reading today morning:
Cyrus Mistry killed in road accident (BT)
FPI inflows hit 20 month high (BS)
Foreign investors are piling into India’s renewable industry (Oil Price)
China & India urged to support Russia oil price cap (CNBC)
Thread: On the Piramal Demerger (KK)
Stock Talk: Lykis (Dolly)
Thread: Utpal Sheth on Mistakes in Investing (CFA Society)
Buffett’s $18 Billion miss on Disney (Trung Phan)
Crypto is a Ponzi scheme (Paul Krugman)
Pros & Cons of being wealthy (Monevator)
Here are the most clicked items on Alpha Ideas this week:
Patanjali Foods: Tadasana (AI)
GRSE: Work is Warship (AI)
Reliance: Mind Boggling Scale (AI)
My thoughts on Tanla AGM 2022 (Abraham George)
Poor controls at City Union Bank (Money Life)
RHIM: Doubling on Atma Nirbhar (AI)
Why Indian IT giants are facing record attrition (BT)
Property crash in China (Guardian)
Thread: The story of the Plaza Accord (PHG)
China’s steel industry is in a Crisis (Oil Price)