Some stuff I am reading today morning:
US S&P 500 tumbles 4% (CNBC)
Thread: Analysis of Indian bear markets (Gurjot Ahluwalia)
Indian imports of Russian oil rise sharply (Fortune)
Disney Star, Viacom 18 win IPL media rights (BS)
Startup: Bugworks (Forbes)
Challenges before RBL Bank (BT)
Cryptos in a free fall (Decrypt)
Pakistan to plunge into darkness (BS)
What the greatest investors did (Dakota Value)
Partnership in VC firms (A VC)
Some stuff I am reading today morning:
India crude oil basket hits 10 year high (Rediff)
Tencent buys a stake in Flipkart (BW)
EU bans petrol, diesel cars from 2035 (Fortune)
Frenzied bidding for IPL media rights (BS)
Interview with Stanley Druckenmiller (You Tube)
The Bear Market Test for Indian retail investors (Udayan Mukherjee)
Thread: IT stocks gone wrong (Ameya Kulkarni)
Interview with Jim Grant (Octavian)
On global wheat supply (Modern Farmer)
US Mortgage Backed Securities aren’t getting a bid (Louis Barnes)
Some stuff I am reading today morning:
Equity MFs record 18,529 Cr inflow in May (Rediff)
Apollo, Reliance make bid for Boots (BS)
Indian consumers are upset with Vehicle Scrappage Policy (BT)
Birla to disrupt paints business (Fortune)
Startup: Mobile Premiere League (Forbes)
Thread: Indian markets are safer than US markets (Nithin Kamath)
Beware of a Bear Market thats more than a cub (Washington Post)
Timing the Recession Vs Timing the Stock Market (Ben Carlson)
Is fund management meant to be sexy? (Evidence Investor)
The Bill Gurley Chronicles (Macro Ops)
Some stuff I am reading today morning:
RBI Governor’s Statement (RBI)
RBI turns hawkish (Forbes)
More rate hikes expected (BS)
NHAI creates Guiness World Record (Fortune)
The humbling of Tiger Global (WSJ)
Why do Indian airlines choose Foreign CEOs? (Forbes)
20 rules for investing in Vietnam (Asian Century Stocks)
Q1 2022 Letter to Investors (Massif Capital)
Crypto Winter (Investment U)
NFTs: All their Apes gone (Slate)
Some stuff I am reading today morning:
RBI expected to hike rates today (BS)
World Bank dims outlook for global economy (MC)
Startup: Physicswallah (Forbes)
Investing to beat Inflation (Fortune)
Lessons from the Bear Market of 2010-11 (Rediff)
Investing like Federer (Abhishek Basumallick)
DeFi: Opportunities & Risks (CFA Institute)
Why gold has stumbled (Daily Reckoning)
On Tiger Global’s blowup (TRB)
Once in a Lifetime (Morgan Housel)