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Links

Linkfest: 30 September,2022

Some stuff I am reading today morning:

All eyes on RBI MPC meet today (DC)

ONDC to be open for public in Bengaluru from today (BT)

Indian Army to acquire 12 Drone Swarms (BW)

Recyling Startup Lohum gets $200 Million order from Glencore (ET)

Latest Post Office Interest Rates (Basu Nivesh)

Company: Go Colors (Forbes)

Interview with Stanley Druckenmiller (CNBC)

Interview with Bill Gurley (McKinsey)

Interview with Benedict Evans (The Market)

Inflation, Interest Rates & Stock Markets (Aswath Damodaran)

Categories
Links

Linkfest: 29 September, 2022

Some stuff I am reading today morning:

Centre gives 4% hike in Dearness Allowance (BS)

Can Blu Smart overtake Ola, Uber? (Mint)

Oracle bribed Railway officials in India (Fortune)

Trouble at Repco Home Finance (Money Life)

The man who wants to save Dhanlaxmi Bank (Forbes)

Technical View: Kirloskar Group Stocks (Nooresh Merani)

Gold Beating (Katusa)

You cannot get rich with a Weather Vane (Warren Buffett)

Why do Russian executives keep dying? (Grid)

Engaging with History (Morgan Housel)

Categories
Links

Linkfest: 28 September, 2022

Some stuff that I am reading today morning:

Apple starts making iPhone 14 in India (Fortune)

A terminal repo rate of 6.5% (FE)

Thread: The crisis in UK (Larry Summers)

Stock Talk: Largecaps (BI)

Startup: Licious (MC)

Sector: Online Travel Portals (Forbes)

Thread: The De-Industrialization of Europe (Philip Pilkington)

Copper Conudrum (Climateer)

This is not 2008 (Irrelevant Investor)

How far could stocks fall? (Daily Reckoning)

Categories
Links

Linkfest: 27 September, 2022

Some stuff I am reading today morning:

Investors reel after 4 days of market crash (BS)

S&P maintains India’s GDP growth rate at 7.3% (Fortune)

Tamil Nadu bans online gambling (MC)

Gameskraft faces 21,000 Cr tax evasion notice (Rediff)

Interview with Mr. Bangur, Shree Cements (Nigel D’Souza)

Stock Talk: VRL Logistics (BI)

Sterling plunges to all time lows (Reuters)

Quiet quitting & Quiet firing at India Inc (Forbes)

Nvidia in the valley (Stratechery)

Why India is buying lesser Russian crude (Oil Price)

Categories
Links

Linkfest: 26 September, 2022

Some stuff I am reading today morning:

UK India FTA by Diwali (NIE)

Two Third Households plan festive spending this season (Fortune)

Harsha Engineers to list today (MC)

Jiomart morphs into e-marketplace (BS)

Stock Talk: Powergrid (FE)

Sector: Metal Recycling (BW)

Larry Summers warns of 5-5.5% Fed rate (Yahoo)

Interview with Chen Zhao (The Market)

Bear in mind (TRB)

How to handle sequence of return risk (Humble $)