Some stuff I am reading today morning:
Bain Capital eyeing exit from Axis Bank (MC)
Jamie Dimon issues stark warning (The Street)
Ukraine War is getting dangerous (DR)
Commodity: Silver (BT)
Make the Indian retail investor your venture capitalist (Forbes)
Why I invest in China (Ray Dalio)
A long term view of markets (BBS)
Don’t blame Indexing for your problems (Acadian)
Lucky Vs Repeatable (Morgan Housel)
AI & Jevons Paradox (Seth Godin)
Some stuff I am reading today morning:
RBI Governor’s statement on Monetary Policy (RBI)
India seeks $100 Billion a year in FDI (MC)
Thierry Delaporte resigns as Wipro CEO (NDTV Profit)
Air India CEO’s annual letter to investors (HT)
Company: CarDekho (Forbes)
Thread: Gold is protection against US debt monetization (Jared Dillian)
Oil thoughts on the break (Open Insights)
Exploring the Indian startup frontier (CFA Institute)
Cognitive Dissonance (Cliff Asness)
The fallacy of obviousness (Mr Zepczynski)
Some stuff I am reading today morning:
RBI Monetary Policy Decision today (HT)
Oil jumps to $90 (Oil Price)
Israel prepares for Iran attack (TOI)
Taxpayers can file returns for FY24 (BT)
NSE ready to begin process for IPO (MC)
Hot summer sales ahead (BS)
Byju’s Founder’s net worth hits 0 (BW)
Rahul Gandhi’s portfolio (NDTV Profit)
Company: SBFC Finance (Forbes)
The Data Center is the new compute unit (FK)
Some stuff I am reading today morning:
Tesla to start site seach in India (HT)
Death of currency derivative trading (BT)
Smallcaps on a tear (BS)
High valuations could tame the bull market (FE)
NSE to launch 4 new indices (MC)
Patanjali’s decade long misinformation spree (Money Life)
Company: Tega Industries (Forbes)
Is Fundamental Analysis dead? (Howard Lindzon)
On Tail Hedging (Alpha Architect)
China’s real estate correction may only be half done (CNBC)
Some stuff I am reading today morning:
China & HK stocks lost $5 Trillion in last 3 years (CNBC)
India factory growth at 16 year high (FE)
SEBI chief changes tune on market valuations (BS)
IPO Watch: Bharti Hexacom (NDTV Profit)
PE investments in India plummet to 6 year low (Rediff)
Turbulent times at Vistara (Forbes)
Interview with Terry Smith (Daily Telegraph)
Interview with Larry McDonald (The Market)
Tracking the Metals boom (DR)
Observations from China (East Wind)