Some stuff I am reading today morning:
Whats in store at RIL 43rd AGM? (BS)
GVK default may singe group firms (Rediff)
India Inc on China+1 (Balaji Vaidyanath)
Biocon Biologics to ramp up production of Itolizumab (Mint)
Avenue Supermarts rating ‘Sell’ (FE)
Stock Talk: Mayur Uniquoters (Value Pick)
Govt likely to rebalance CPSE ETF basket (CNBC)
Beware when stock analysts scream ‘Buy’ (Market Watch)
5 Thoughts about a world with no yield (Common Sense)
Haggling (A VC)
Some stuff I am reading today morning:
Qualcomm to invest in Jio Platforms (Mint)
What analysts are expecting in Reliance Industries AGM (CNBC TV18)
Stock market rally takes valuations to pre Covid levels (BL)
Covid-19 to hurt life insurance industry (FE)
HDFC Bank to probe lending practices at vehicle unit (Bloomberg)
Investors fume after Mutual Funds underperform FDs/PPF (RJ)
Notes from 2020 Annual Report of TCI Express (Kumar Saurabh)
PSU Stocks: Pride Or Prejudice ? (Gurpreet Singh)
The secretive Wall Street investor with Billion $ Medicine Cabinet (Forbes)
Bill Nygren 2Q2020 Market Commentary (Oakmark)
Here are the most clicked items on Alpha Ideas this week:
TCS: Only 25% (AI)
Insecticides India: Pest Control Problem (AI)
Krishna, Balarama & IDFC First Bank (AI)
Delivery based volumes at lowest levels in June (BS)
Time to short? (Nooresh)
20 Potential bonus & split candidates (Ventura)
Wisdom of the crowds (AI)
What global dominance looks like (AI)
Get over it (AI)
The most expensive stock on Earth (TRB)