Some stuff I am reading today morning:
Caution for Birla MF Investors (MF Critic)
Walk away, Mr. Murthy (Omkar Goswami)
Record reserves turn costly for RBI (Bloomberg)
Bandhan Bank prepares for IPO (Mint)
IPO Review: Apex Frozen Foods (S P Tulsian)
Stock Talk: Wonderla Holidays (Ravichand)
Brokerage stocks zoom (BL)
Are Large Cap Funds losing sheen? (Vipin Khandelwal)
Research: A half century of macro momentum (AQR)
Instructive: A 2005 Article on Pharma Kids (BL)
Some stuff I am reading today morning:
BSE to delist 200 companies (ET)
Around 100 brokers under lens for helping shell companies (Mint)
The men and boys of Indian Banking (Tamal)
IPOs : A Game Changer for Insurance Industry (BL)
Management Meet: Shakti Pumps (Amit Jeswani)
The rise and fall of Bhushan Steel (HT)
Infosys fight isn’t a Tata redux (Andy)
Markets are losing their patience with Trump (Bloomberg)
Buffett’s deal making woes continue (FE)
Managing sequence of return risk (Common Sense)
Some stuff I am reading today morning:
Adani- The man noone wants to write against (Newslaundry)
Bank Unions call for All India Strike on Tuesday (Mint)
Comments on NRN’ s letter to Infosys Board (Subramoney)
Interview with L&T Chairman-Anil Naik (ET)
Stock Talk: Himadri Chemicals (Abhishek)
CanFin Homes Vs Gruh Vs Repco (Tankrich)
Policybazaar: The best policy (Forbes)
What is and isn’t a Moat? (Johnson)
The unsolvable puzzle (Morgan Housel)
The Old Man makes a comeback (Boone Pickens)
Some off beat reads for the weekend:
The Doval Doctrine (Open)
Moving On… (Vishal Sikka)
Could there be a war between China & Japan? (Guardian)
The End of Sand (New Yorker)
Trump’s Business of Corruption (New Yorker)
Gymkhana Memberships-Worth It? (Team BHP)
How Bangalore has changed beyond recognition (Scroll)
The continued reign of Mohanlal (Mint)
Steve Bannon, Unrepentant (Prospect)
Rescuing King Cobras (BI)
Chinese racist video on India (Xinhua)
Glamping in Nagaland (Outlook)
Gossip: Amit ‘Defence’ Shah ? (Gossip Guru)
4 Fool Proof ways to spot a liar (Bright Side)
Toyota patented a device which will make objects invisible (Futurism)
Some stuff I am reading today morning:
Cracking down on ‘black money’ (Reuters)
I-T department plans to pursue property holders (ET)
Guptas Vs Banks (Bloomberg)
When will the financial repression end? (Tamal)
Stock Talk: Tata Global Beverages (RJ)
Have recent buybacks helped shareholders? (Quint)
Is it happy times again for Indian markets? (Prashanth)
When to sell an investment property? (Financial Samurai)
The next Quant meltdown (Climateer)
7 Strategies for investing at market peaks (Bloomberg)