Categories
Links

Linkfest: 30 November, 2018

Some stuff I am reading today morning:

IL&FS has a hostage situation in Ethiopia (ET)

RBI throws a lifeline to NBFCs (BQ)

RBI Vs Yes Bank (Mint)

SEBI goes after unscrupulous PMS Fund Managers (RJ)

Bull run finale not far off (Reuters)

Company Profile: Graphite India (Forbes)

Secret Diary of N V  ‘Tiger’ Tyagarajan (OB)

Investing Chat with Safir Anand (S&L)

China is slowing down (Zero Hedge)

On Fed Easing (Macro Tourist)

Categories
Chemicals

The China Factor

Hat Tip: Zafar

Source: SBI Caps Research Report

 

Categories
Tweets

Babus on Boards

Categories
Excerpts

Asset Allocation of Yale Endowment

Find the asset allocation of the $29.4 Billion Yale Endowment Fund quite remarkable.

 

Categories
Links

Linkfest: 29 November, 2018

Some stuff I am reading today morning:

Banks may invoke Dhoots’ personal guarantees (ET)

Investor worries on Kotak Bank (Mint)

Jaypee may lose Formula One Land (BS)

UTI AMC stake sale (BL)

Company Profile: Arvind (Fortune)

The Bear Market of 1969 (Irrelevant Investor)

Valuations don’t matter much in Emerging Markets (BQ)

The trade of the decade is dead (Daily Reckoning)

What Bear Markets look like ( A VC)

Liquidity is over rated (Financial Samurai)