Linkfest: 28 May, 2020

Some stuff I am reading today morning:

Govt to discontinue 7.75% taxable bond scheme (BS)

Microsoft may take a $ 2 Billion stake in Reliance Jio (Mint)

The monetisation question (D Subbarao)

EU proposes 750 Billion Euro CoronaVirus recovery fund (ET)

How Covid-19 is affecting the ailing auto sector (Forbes)

Interests on deposits drops to 17 year low (FE)

Hindsight Bias Free for All (Barry Ritholtz)

Could anyone have predicted Buffett’s success? (Evidence Investor)

Trump goes after social media companies (Zero Hedge)

Hong Kong’s future as a financial center does not bode well (SCMP)


Linkfest: 27 May, 2020

Some stuff I am reading today morning:

Fitch projects Indian economy to contract by 5% (ET)

Crisil says pre-Covid levels back only after 3 fiscals (BS)

Locusts attack India (The Diplomat)

Interview with Sanjiv Bajaj (ET Now)

Inside Marico’s pandemic plan (Forbes)

How HDFC Life is managing in a post covid world (Mint)

The biggest bubble (Amit Jeswani)

Is stable coin the next big thing in eCommerce? (HBR)

Musings on the US markets (Brooklyn Investor)

Taleb Vs Asness (Market Watch)


Linkfest: 26 May, 2020

Some stuff I am reading today morning:

Kotak gets shareholder nod to raise $ 1 Billion (TOI)

Promoter to sell 2.75% stake in Bharti Airtel (BS)

MFIs fear moratorium extension will increase stress (ET)

Air Travel gets painful (Mint)

How a spat revealed Punjab’s liquor nexus (Rediff)

Stock Talk: Titan (Jana)

Deepak Fertilizers: Preying on market price? (IIAS)

Why smart investors are buying gold (FE)

CTFD (Anand Sridharan)

WHO pauses trial of HCQ (Reuters)


Linkfest: 22 May, 2020

Some stuff I am reading today morning:

RBI Governor’s press conference today (MC)

KKR to invest 11,367 Cr in Jio (ET)

Kotak Mahindra is the most expensive bank stock in the world (FE)

Govt caps airfares (BS)

Credit Growth withers under lockdown (Mint)

Opportunities in Bear Markets (Nooresh Merani)

How to make money in gold miners (Larissa Fernand)

US, China on collision course over Hong Kong (SCMP)

How to build a breakthrough (Mike Maples)

Why we cannot always trus what management claims (Dr Vijay Malik)


Linkfest: 21 May, 2020

Some stuff I am reading today morning:

RBI may extend bank moratorium by another 3 months (IE)

Investors swipe right on RIL Mega Issue (Mint)

New Govt fund for NBFCs will have limited impact (ET)

Ola lays off 35% of the workforce (Ola Cabs)

Mumbai realty developers need to go public with discounts (Vishal Bhargava)

57% investors say Big 4 Auditors have no credibility (Rediff)

Construction Companies staring at huge losses (Pooja Sarkar)

US Banks brace for credit card losses (Zero Hedge)

Why liquid net worth is important (Nick Maggiulli)

Despite myself (Humble $)