Some stuff I am reading today morning:
Air India orders world’s largest airline order (BS)
US inflation rises higher than expected (CNBC)
Our work is not yet done (New York FED)
Mutual Fund industry jittery about TER (FE)
Profits at Paytm (Forbes)
Stock Talk: Fusion Micro Finance (BT)
President Lagarde and the ECB (The Market)
Are fund manager meetings a waste of time? (BI)
Psychology of market tops & bottoms (Ben Carlson)
Thread: Best cos increase advertising during recessions (Val Katayev)
Some stuff I am reading today morning:
Retail Inflation rises to 6.52% in January 2023 (BW)
Nissan, Renault to invest $600 Million in India (CNBC)
Yes Bank approaches Supreme Court on AT-1 Bonds (BS)
Pakistan is on the brink (FT)
Analysing Nepal’s financial crisis (ORF)
Thread: When Adarsh Balak meets Finfluencer (The Kaipullai)
Interview with Holcim CEO Jan Jenisch (The Market)
Best Performing Value MFs (Ngen Research)
Central Bank Gold buying spikes by 152% (Oil Price)
Where to find great businesses of the future (Terry Smith)
Some stuff I am reading today morning:
Barings PE to sell stake in Coforge (BS)
Interview with Rajiv Jain, CIO GQG Partners (The Market)
Thread: Repo rate explained (Swapnil Kabra)
2023 outlook for Emerging Markets (Ashmore)
Thread: How to save taxes after selling property (Chirag Chauhan)
ChatGPT is a blurry JPEG of the Web (New Yorker)
Why we still believe in concentrated investing (Oakmark)
The Buffett formula of becoming smarter (FS)
Deep Dive: Japanese Trading Cos (Value Punks)
Risk & Regret (Morgan Housel)
Some stuff I am reading today morning:
Inside story of bear attack on Adani stocks (BL)
Equity funds log inflow of 12,000 Cr in Jan 2023 (BS)
Twitter Blue subscription launched in India (Fortune)
Stock Talk: Sula Vineyards (Intelsense)
Thread: Surya Roshini (Caprize)
ITR filing rules for children (FE)
Interview with Jurrien Timmer (Barrons)
Interview with Taher Badshah (Rediff)
Entertainment Vs Investing (Common Sense)
The kind of investor who will find the most success (Michael Burry)
Some stuff I am reading morning:
RBI increases Repo Rate by 25bps (Forbes)
RBI Governor’s statement on Monetary Policy (RBI)
TCS bags $723 Million deal from UK insurer (Fortune)
Total Energies puts Adani hydrogen partnership on hold (BS)
Why are SEBI orders repeatedly over turned? (Money Life)
How’s income upto Rs.7 Lakh tax free? (Basu Nivesh)
How BlueCrest fueled an $ 11.4 Billion fortune (Bloomberg)
Hedge funds scramble to cover shorts (Investing)
Where’s Oil going? (Daily Reckoning)
China could ban exports of solar technologies (Oil Price)