Tag: linkfest

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)

Some stuff I am reading today morning :

RBI starts MPC meet ( Rediff )

10 Year GSec touches 7.5% ( BS )

Natural Gas hits 13 year high ( Oil Price )

India to increase Russian oil imports ( MC )

Adani’s Green Avatar ( Fortune )

Never wait for the market to get cheaper ( Howard Marks )

Its time for tax loss selling ( Morningstar )

Short Term Momentum ( Larry Swedroe )

Ostentatious Stupidity ( Daily Reckoning )

Russia to service external debt in Roubles ( CNBC )

Some stuff I am reading today morning:

Rupee to head lower (BS)

India turns 10% of its petrol green (FE)

Thread: India decoupling story 2007-08 (Akshay Badjate)

Unicornish to English Translator (Anand Sridharan)

Thread: On position sizing (Ganesh Nagarsekar)

Stock Talk: Glenmark Life Sciences (Dolly)

Alternatives to debt investments (MC)

Popular Delusions (Calderwood Capital)

Crash, then Boom (Dylan Grice)

2022 Analyst Day Transcript (JP Morgan)