Category: Links

Some stuff I am reading today morning:

Negative US policy rate by 2021 ( Bloomberg)

MSME Sector on the verge of collapse (BL)

UP Govt exempts businesses from labour laws for 3 years (BS)

How Goa tourism plans to get back on its feet (Mint)

Third cheque for Jio comes in (ET)

Will Sin Tax be the way going forward? (Larissa Fernand)

SBI hikes home loan rates (MC)

The redemption tsunami is various debt fund categories (Nakul Sarda)

Subvention will lead to a Mumbai real estate crisis (Vishal Bhargava)

The true cost of Commodity ETFs (Movement Capital)

Some stuff I am reading today morning:

India Inc has a whiff of License Raj (Mint)

Rana Kapoor blamed for Yes Bank collapse (MC)

SBI to grant moratoriums to NBFCs on a case-by-case basis (BS)

Black swans, Black crows and Fund Lies (Ajit Dayal)

Home Improvement Spending will go up (TRB)

Sam Zell isn’t buying yet (Yahoo)

Interview with Jim Chanos (Big Picture)

The landscape has changed for traditional value investing (Bruce Greenwald)

A Situation Vs a Slog (Seth Godin)

Sweden Vs Its Neighbors (Big Picture)

Some stuff I am reading today morning:

Massive hike in fuel excise duty by Modi Govt (FE)

Mumbai on the verge of unprecedented health emergency (ET)

Pharma sales drop 19% on demand collapse (Mint)

Banks scout buyers for Future Retail (BS)

What drives Indian Private Equity returns? (Morningstar)

Indian Agriculture- An area of darkness (Baidik Sarkar)

No country for migrants ( Pooja Sarkar)

Can “Sell in May & Go away” beat the Covid Bear? (Jody Chudley)

Mayhem with Multiples (Aswath Damodaran)

Buffett made this group of traders $ 200 Million (Market Watch)

Some stuff I am reading today morning:

India set to feel labour pangs (Mint)

Reliance Jiomart ramps up ops (ET)

Go Air in trouble (FE)

India offers land to companies leaving China (BS)

India’s April gold imports plunge 99.9% (Reuters)

US Treasury set to borrow a record $ 3 Trillion this Quarter (CNBC)

Stock Talk: Asian Paints (Jana)

ITC- An Investor’s Dilemma (Divyansh Agnani)

Bitcoin: Quantitative Tightening (A VC)

This version of Warren Buffett (TRB)

Some stuff I am reading today morning:

FPIs in selloff mode (BS)

Blackout threat looms as discoms collection peters out (ET)

Govt orders to waive rents impinge on contractual rights (FE)

Returns on gold sparkle (Mint)

Nifty+ Nifty Next 50- What’s a good mix? (Free Fincal)

How sovereign gold bonds outshine other asset classes (BL)

Its just another manic market (Common Sense)

Berkshire Hathway 2020 Annual Meeting Transcript (Rev)

Letter to Investors (Vallum Capital)

Legal Monopolies (Amit)