Some stuff I am reading today morning:
Modi’s biggest win-Rajya Sabha passes GST (Bloomberg)
Markets may have already priced in GST (BL)
Even your ‘newpaperwala’ thinks markets are overvalued (SS)
Top 10 stocks that will gain from GST (Mint)
GST impact across sectors (ET)
ED summons top brokers in NSEL case (BS)
Samir Arora:The “next HDFC Bank” (RJ)
The Paradox of quant investing (TRB)
An investment secret (Katusa)
Some new old lessons in real estate (Vivek Kaul)
Some stuff I am reading today morning:
GST set for Rajya Sabha nod today (Mint)
Endgame Ola (The Ken)
How Narendra Modi’s PMO works (LinkedIn)
Nimesh Kampani calls it a day (BL)
Motilal Oswal downgrades Raamdeo Agarwal’s fav stock (RJ)
Company Profile: Pidilite (Forbes)
How China humbled Tech Giants (Bloomberg)
Will Electric Cars kill Big Oil? (Katusa)
A DIY Investment Checkup Guide (Financial Samurai)
Why Charlie Munger knows no wise people who don’t read (Spark)
Some stuff I am reading today morning:
RBI releases guidelines for ‘on tap’ bank licensing (RBI)
Automation to replace lakhs of IT jobs (ET)
DHFL 9.3% NCDs (OneMint)
Bond buyers can’t get enough of India (Bloomberg)
Overcome the fear of the Builder (Ravi)
Interview with Basant Maheshwari (RJ)
The unraveling of Harvard’s star trading desk (Bloomberg)
Gold Bugs Vs Equity Bulls (Pension Partners)
Lies investors believe (Tony Isola)
The tortoise and the hare (A VC)
Some stuff I am reading today morning:
Advanced Enzymes to list today (MoneyControl)
NDA’s do-or-die moment on GST (Mint)
GST may bring foreign investors to Bond Street (ET)
How India reformed the petroleum sector (FE)
Sleepwell files for IPO (BL)
Buy the new high (Prashanth)
Expense or investment? (Subramoney)
A deep dive on contingency plans (Common Sense)
Why “skin in the game” is important to investment returns (Katusa)
RBS: “Sell Everything” (PP)
Some stuff I am reading today morning:
Bank strike today (Mint)
Pink slips galore at Flipkart (ET)
SBI faces 10,000 Crore tax demand (FE)
Why have NBFC stocks been on fire? (BS)
Time to rethink inflation in India (Bloomberg)
Facebook has a market cap greater than Berkshire Hathaway (TRB)
Knowing where to get out before getting in (All Star Charts)
Never short a dull market (Pension Partners)
How many stocks should you own? (Katusa)
Good riddance,safety trade (DR)