Some stuff I am reading today morning:
GAIL to build $4.89 Billion ethane cracker plant (BS)
Cisco to start manufacturing in India (BT)
Indianising MG Motor India (Fortune)
Startup: TagZ (Forbes)
How ONDC is cheaper than Zomato,Swiggy (MC)
Vicious Traps (Morgan Housel)
Revenge of the Turds (Verdad Cap)
Fed should move inflation target to 3% (Big Picture)
Deep Dive: Fairfax (Junto)
AI Art (A VC)
Some stuff I am reading today morning:
India’s K-shaped Growth (Money Life)
Stellar listing by Mankind Pharma (MC)
IPO Review: Nexus Select Trust (Arun Kejriwal)
Govt tells industry to get ready for EU Carbon Tax (FE)
Delhi HC dismisses Govt’s fraud claim against Reliance (Rediff)
Fed can still increase rates (CNBC)
Pakistan could default (Dawn)
Invesco slashes Swiggy’s valuation (Fortune)
Startup: Log9 (Forbes)
Should investors trust their gut? (BI)
Some stuff I am reading today morning:
Mankind Pharma to list today (MC)
Nexus REIT IPO to open today (BS)
Oil Ministry recommends ban on diesel cars (Rediff)
Global rice shortage biggest in 20 years (CNBC)
Interview with Amul MD Jayen Mehta (BW)
“Glass Half Empty” Investors (Big Picture)
Deposit franchises as natural hedges (BAM)
The Free Returns party is over (Atlantic)
How Saudi Money returned to Silicon Valley (Vox)
Audio: Stanley Druckenmiller keynote speech (USC Marshall)
Some stuff I am reading today morning:
India’s imports from OPEC at all time lows (MC)
India’s fragile Middle Class (BW)
India & the new world order (Gavekal Research)
How HSBC India is gunning for growth (Forbes)
Decoding the banking crisis (Aswath Damodaran)
How to do Business Analysis of mining cos (Dr Vijay Malik)
Oil, the Market’s chew toy (Open Insights)
Full recap of Berkshire Hathaway AGM 2023 (CNBC)
Investing’s Big Blind Spot (Sapient Capital)
Maybe retiring at 35 was a bad idea (Roger Nusbaum)
Some stuff I am reading today morning:
ECB raises rates by 25 bps (BS)
Tata Play files India’s first confidential IPO (Fortune)
Challenges for Jio Financial (BT)
The mysterious Indian giant of oil shipping (Money Life)
Auto giants set their sights on India’s EV market (CNBC)
EV Ride Hailing startup Blu Smart now valued at $250 Million (MC)
ACKO & Lohum tieup for insurance of EV batteries (Saur Energy)
Startup: Skoodle (Forbes)
Second Axiom of investing (Anand Sridharan)
The Unified Content Business Model (Stratechery)