Category: Links

Some stuff I am reading today morning :

US Treasuries hit record lows ( CNBC )

2008, once more? ( Jamal Mecklai)

Virus hits shipping ( Bangkok Post)

Stock Market Bubble fears are greatly overblown ( Barry Ritholtz )

Adani Group joins race to buy Air India ( BS )

Mukesh Ambani’s plans to make Reliance debt free hits snags ( ET )

Concerns for BHEL Investors ( Mint )

On Digital Strategy ( Prof Sunil Gupta )

Tesla is pushing Germany into recession ( CCN)

Apple is probably the best business in the world ( Buffett)

Some stuff I am reading today morning:

Health Ministry mulls increasing legal age for smoking (India Today)

UPI moment for India’s Credit Markets (FE)

Coronavirus is an opportunity for Indian Chemical cos (Mint)

The real state of LIC’s investment portfolio (Aarati Krishnan)

Are Indian Investors ready for passive investing? (Free Fincal)

There is a “late cycle ” rally on (CNBC)

Buffett’s Annual Letter to Berkshire Hathway shareholders (BH)

Levered Long (Irrelevant Investor)

How Superstition impacts stock prices (Wharton)

100 Little Ideas (Morgan Housel)

Some stuff I am reading today morning :

NSDL IPO on the cards ( ET )

Telco Chiefs meet FM ( Mint )

Telecom AGR dispute still a risk for PSUs (Money Life )

Supreme Court and the Adani Group ( Dushyant Dave )

How PSU stocks disprove the Efficient Markets Hypothesis ( Marcellus)

SBI Cards IPO to have exclusive day for retail investors ( BL)

The biggest truth in Personal Finance ( Get Rich Slowly )

Is Private Equity having its WeWork moment? ( AC )

Some lessons from 92 years of market return data ( Common Sense )

China’s Mandate of Heaven is in jeopardy ( ZH )

Some stuff I am reading today morning :

India – US trade talks hit a wall ( ET )

Sun Pharma on regulatory radar ( Mint )

PSU Bank Index at 4 year lows ( BS )

Can Kavin Bharti Mittal save Hike? ( Forbes )

Foundries in Coimbatore ( OB )

How much return will I get? ( Subramoney )

30% IRR nonsense ( Anand Sridharan )

Avoid the Zeros ( Nick Maggiulli )

When does investing become speculation ( Morningstar)

Being in the flow ( A VC )