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FPI’s Quit India Movement
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Linkfest: 01 June, 2022
Some stuff I am reading today morning:
Govt clears entire GST dues (BT)
States seek legal views before GST meet (Rediff)
Oil hits $124 (Fortune)
Where are Oil Prices headed? (Oil Price)
India gets second chance to pivot to Indo-Pacific (CNBC)
Company: Eveready (BI)
Stock Talk: PG Electroplast (BS)
Stock Analysis: Sharda Cropchem (Dr Vijay Malik)
Rallies to the bottom (Nick Maggiulli)
Jack Welch’s questionable legacy (Axios)
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Dhan Bank: Jawab Do
Source: EGM Notice of Dhanlaxmi Bank Ltd
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ONGC: Weakening Giant
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Linkfest: 31 May, 2022
Some stuff I am reading today morning:
Indian IPOs inundated with bogus applications (Fortune)
Commodity prices may have peaked (FE)
EU agrees on partial ban on Russian oil imports (CNN)
The Paradoxes at Davos 2022 (Gautam Adani)
India’s wheat procurement remains subpar (Rediff)
Poor Q4FY22 results for LIC (BS)
A fight for survival for Indian startups (Forbes)
Strategies to mitigate tail risk (Larry Swedroe)
Value Investing is not all about Tech (Cliff Asness)
What’s going on in Chinese Real Estate market? (Yield Dive)