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Linkfest: 22 September, 2022

Some stuff I am reading today morning:

Fed hikes by 75bps, will increase more (CNBC)

Dollar hits two decade high (BT)

Rout in bonds of Adani firms (BS)

Cabinet approves National Logistics Policy (Fortune)

Will SEBI clamp down on Algo Trading? (Rediff)

Byju Raveendran’s Letter to employees (Forbes)

Deep into the Danger Zone (Daily Reckoning)

Financial bloodletting (Mantaro)

China: Ideology trumps Economy (The Market)

Research: Market Share (Morgan Stanley)

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Linkfest: 21 September, 2022

Some stuff I am reading today morning:

India to grow over 7% in FY23 (Rediff)

Adani Group pledges stake in ACC, Ambuja (MC)

Multiplex revenues to hit all time high in FY23 (BT)

Byju’s moving closer to a painful & gradual death (Inventiva)

Mohandas Pai slams Oyo over fake accounting (Money Life)

What determines India’s appetite for gold? (FE)

On CEO narcissim (Klementon)

Most pros can’t beat the market (Sam Ro)

What does the post crash VC market look like? (BST)

Incentives-The most powerful force in the world (Morgan Housel)

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Linkfest: 20 September, 2022

Some stuff I am reading today morning:

10 Year US Treasury Yield hits new highs (BI)

IRCTC to enter payments sector (BS)

Adani plans to be India’s most profitable cement manufacturer (Rediff)

Is it the end for ‘star’ fund managers? (FE)

How to do Business Analysis of solar power plants (Dr Vijay Malik)

Biotech Startups in India (Forbes)

We’re still in a bear market you know (Common Sense)

Does Company Culture drive stock performance? (Onveston)

The Final Crypto Crash? (Brian Kehm)

Interview with Albert Wenger (Big Picture)

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Linkfest: 19 September, 2022

Some stuff I am reading today morning:

All eyes on Fed meet (Rediff)

US investors increase their cash allocations (BS)

Adani infuses 20,000 Crores into Ambuja Cements (TOI)

Stock Talk: NMDC (FE)

Technicals: Nifty IT (Nooresh Merani)

Startup Pitch Essentials (Mukesh Kothari)

Liquid Venture Capital (Kai Wu)

China’s largest Copper trader is on the ropes (Bloomberg)

How the worst market timer built a fortune (CA)

The $ War Path (Katusa Research)

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Linkfest: 16 September, 2022

Some stuff I am reading today morning:

Patanjali eyes 5 IPOs in 5 years (FE)

Air India eyes 30% domestic market share (BS)

Shell to set up 10,000 EV charging points across India (Fortune)

SEBI investigating Eros International Media (Money Life)

Startup: Mamaearth (Forbes)

Crypto: Ethereum successfully executes Merge (Decrypt)

Superbubble ! (Daily Reckoning)

Why Investor Behavior never changes (Darius Foroux)

The Adversity Quotient (Ted Lamade)

On China’s collapsing real estate sector (Carnegie Endowment)