Some stuff I am reading today morning:
India’s solar power tariffs hit record low ( Mint )
How Central Govt is changing laws to favor Adani ( Telangana Today)
Raghuram Rajan blasts RBI ( BS )
Stock Talk : Balkrishna Industries ( FE )
The Economics of Fund Management ( Marc Rubinstein )
Pleasure of walking tall ( Stable Investor )
On investing in Art ( Barrons )
5 Options for pursuing high returns ( Howard Marks )
Knowing what you are looking for ( A VC)
WHO fears Covid third wave ( Reuters)
Some stuff I am reading today morning :
Signs that ‘Atma Nirbhar’ package is working ( The Hindu)
Byju’s now valued at $ 12 Billion ( FE )
Is India about to witness a data centre boom?( Fortune )
Why Mumbai Indians is the brand to bet on ( Rediff )
NBFCs have an edge in banking license race ( Mint )
India is getting the rescue of LVB right ( Andy Mukherjee )
For every buyer, there is a seller ( Evidence Investor )
Great companies but wrong stock prices ( ABC )
Wall Street is back to ” Full Bull ” ( DR )
Inside the messy downfall of designer Manish Arora ( Forbes )
Some stuff I am reading today morning:
The best banking news in years ( CNBC )
The tale of Lakshmi Vilas Bank ( BT )
Oaktree offers 15,000 Cr funding to Vodadone Idea ( BS )
The real story behind India’s two wheeler sales ( Vivek Kaul )
PSU Banks : Value Bargains Or Value Traps? ( Ventura)
A Contrarian’s Guide to playing energy stocks ( Nicholas Vardy )
Bitcoin 101 ( Bitcoin)
Door Dash and Societal Arbitrage ( Ranjan Roy )
We have no ideas what happens next ( Morgan Housel )
Are you too frugal ? ( Retire By 40)
Some stuff I am reading today morning:
FPIs stay bullish on India ( Rediff )
LVB depositors should not panic ( Money Life)
Sahara woes escalate ( FE )
The problem of Minimum public shareholding in PSEs ( Leap )
Hole in the head ( Anand Sridharan )
House Buying Rules ( Subramoney )
RCEP and the Nimzo-Indian Defence ( Anantha Nageswaran)
On Tesla being added to the S&P 500 ( Common Sense)
The road ahead is Gold ( Katusa )
The Bogus Case against Gold ( DR )
Some stuff I am reading today morning:
Moderna’s Corona Virus vaccine is 94% effective (CNBC)
BPCL disinvestment gets going (BS)
No RCEP re-entry for India (FE)
Loan defaults hit NBFCs, Fintechs the hardest (Mint)
Why food prices will remain high for a few months (Rediff)
SBI’s Navneet Munot is the new CEO at HDFC AMC (MC)
Buffett bets on Pharma cos (BI)
Bitcoin-The gateway drug (A VC)
Anatomy of a successful Fintech (Marc Rubinstein)
R K Laxman’s cartoons on the 1992 Scam (Sucheta Dalal)