Some stuff I am reading today morning:
PVR, Inox to merge (FE)
Adani Total Gas forays into electric mobility infrastructure (BS)
Why Anil Ambani resigned (Fortune)
Why are foreign banks marching out of retail banking (Rediff)
Stock Talk: Jubilant Ingrevia (DK)
What happened to Starbucks? (Fast Company)
On Berkshire’s purchase of Alleghany (Spotlight)
Farmers on the brink (Doomberg)
Money, power or fame? (Ben Carlson)
Sequence of Returns Risk (Monevator)
Here are the most clicked items on Alpha Ideas this week:
Steel Boom (AI)
Time Techno: Substitution Beneficiary (AI)
Maharashtra Builders threaten to halt construction (FPJ)
Thread: Investing in Cyclicals (Jiten Parmar)
Thread: Analyzing a real estate co (Mihir Patki)
Mega Trend: India Ethanol (AI)
Covid: Good for business (AI)
Paytm: Confusing Clarification (AI)
Paradoxes of Life (Sahil Bloom)
How People think (Morgan Housel)
Some off beat reads for the weekend:
Proof of Pakistan’s Proxy War against India (Stratnews)
Sanctioning Russia could topple the West (Unherd)
Thread: Putin’s power in Russia is surging (Clint Ehrlich)
The multipolar world dies in Ukraine (Palladium)
Why Afria does not appear to be standing with Ukraine (Al Jazeera)
Lessons from Ukraine from Lebanon & Syria (Arab News)
How did PM Imran Khan land up here? (Asad Rahim Khan)
On Chinese internet chatter on the Ukraine War (ROW)
Thread: US will not be able to prevent China from ‘going up’ (Tuvia Gering)
My Journey inside the Cyptosphere (Guardian)
Why Narendra Modi is the mother’s choice (M J Akbar)
Ami Bangla (Rasa Journal)
Sedition in Bihar ( Chitranshul Sinha)
Biking: 2 Months in Eastern Indo-Tibetan Himalayas (Team BHP)
In Photos:Ukraine (Atlantic)
Soaring steel prices has led companies to explore substitutes.
Source: Exchange Filings of Time Technoplast Ltd
