Some stuff I am reading today morning:
A $3 Trillion threat to global markets looms in Japan (Japan Times)
IPO: Mankind Pharma (BW)
Phone Pe to launch an app store (BS)
IT Dept readying norms for angel investing (FE)
Excessive tourism in Goa (Fortune)
European cos are shifting their R&D out of China (The Market)
FY23 Annual Letter to shareholders (Vallum Capital)
The age of Average (Alex Murrell)
On stock market cycles (Darius Foroux)
De-Dollarization and global trade (Daily Reckoning)
Some stuff I am reading today morning:
RBI’s uneasy pause (Forbes)
Gold’s enduring allure (FE)
Chile to nationalize it’s lithium industry (Reuters)
MG Motors to invest 800 Cr for Comet EV (MC)
A rant on Investor Letters (Kiran D)
How to unlock your financial creativity (Tony Isola)
More lessons from the Do Nothing Portfolio (Morningstar)
What does generational wealth mean to you? (RetireBy40)
The Search Tax (Seth Godin)
Q1 2023 Letter to Investors (Miller Value)
Some stuff I am reading today morning:
Apple to triple investments in India (BS)
Peak power demand touches all time high (FE)
Fraud & mismanagement at Cafe Coffe Day (Money Life)
Why Xiaomi is in a downward spiral (Forbes)
Wipro Consumer to launch snack brand (Rediff)
Emkay Global receives SEBI approval for Mutual Fund biz (Fortune)
Paytm’s soundboxes are driving digital payments (ROW)
How to do business analysis of organised retail cos (Dr Vijay Malik)
On Sovereign Gold Bonds (MC)
Gold may be on the cusp of another bull market (Felder Report)
Some stuff I am reading today morning:
India is now the world’s most populous country (Fortune)
Invesestors renewed enthusiasm for Indian Equities (Forbes)
SEBI order against Brightcom (BW)
National Quantum Mission gets Cabinet approval (BS)
Windfall tax back on oil (Rediff)
IT Dept Vs Insurance industry (Money Life)
All that glitters is not gold (Savant Wealth)
Is Saudi Arabia selling oil to China for gold? (Gainesville)
Lessons from holding 1,000 random portfolios (Calm Investor)
The real lessons of Buffett (Real Returns)
Some stuff I am reading today morning:
Govt to achieve 20% ethanol mixing by 2025 (Fortune)
India moves to Taiwan for High Tech imports (Rediff)
8,000 IT notices to taxpayers who claimed charity exemption (BS)
The strike by Blinkit gig workers (FE)
Valuations drop in private markets (Mint)
Ultra luxury homes in India (Forbes)
Lessons from Silicon Valley Bank (Howard Marks)
Interview with Joe Barratta of Blackstone (Big Picture)
What to do when all your stocks appear to be losers (David Einhorn)
So you want to launch a hedge fund? (Net Interest)