Some stuff I am reading today morning:
Cabinet reshuffle likely today (BS)
Large Caps Vs Small Caps (FE)
PayTM may raise 16,600 Cr in IPO (Rediff)
Stock Talk: Mrs. Bector’s (Big Investor)
Zomato’s audacious bet on Grofers (Forbes)
Startup: Milk Mantra (Fortune)
Is it game over for large cap mutual funds? (Free Fincal)
Deep Dive: Roku (Blind Squirrel)
The long slow short (Marc Rubinstein)
What is Thorchain? (Decrypt)
Some stuff I am reading today morning:
Asset managers voice concerns on small/midcap rally (BS)
Gross NPAs of banks may increase to 10% (CNBC)
Telecom industry in trouble (Sunil Mittal)
Startup: Zeta (Forbes)
Interview with Oyo Founder, Ritesh Agarwal (Fortune)
Oil hypocrisy and more (Anantha Nageswaran)
Music Streaming Royalties 101 (Sleepwell)
Against thematic funds (Occam)
Tata Group, India’s first venture capitalists (Rajeev Mantri)
Anti-Fragile Systems (A VC)
Some stuff I am reading today morning:
Vodafone Idea can go bankrupt (MC)
Big Tech Vs Govt of India (Bloomberg)
Kitex Vs Govt of Kerala ( NIE)
India Vs EU (BT)
Creditaccess Grameen gets 2,333 Cr IT demand notice (BSE)
Stock Talk: Heritage Foods (Gurpreet Singh)
How A Velumani built Thyrocare (Forbes)
SEBI’s relaxation for REITs is good (Mint)
Interview with Buffett & Munger (CNBC)
What are meme coins & tokens ? (Decrypt)
Some stuff I am reading today morning:
RIL to invest in Abu Dhabi’s mega petrochem project (FE)
NTPC to hive renewable arm and list it soon (BS)
Stock Talk: IB Real Estate ( Pritesh Sheth)
India’s health tech wave (Nimesh Kampani)
Data Centres: Pandemic Proof real estate asset (Forbes)
Interview with Howard Marks (Colossus)
The A/B sides of the Internet (China Playbook)
Inflation in the era of social media (Doomberg)
Crypto: Explain it like I’m 5 (Coinstack)
Little Stories (Morgan Housel)
Some stuff I am reading today morning:
FM Nirmala Sitharaman announces 8 economic relief measures (CNBC)
Tata Motors to launch 10 EVs by 2025 (BS)
Indian vehicles to get ethanol-run flex engines (FE)
Race for Eureka Forbes heats up (MC)
Stock Talk: India Pesticides (Leading Nowhere)
Flipkart Founder launches cheapest Nifty index fund (ET)
Interview with Top Crypto VC Katie Haun (NY Times)
Oil to $ 300 (Doomberg)
Litigation Finance (Marc Rubinstein)
Monopolies with Growth: Tencent ( Vineyard Holdings)