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Linkfest: October 12,2016

Some stuff I am reading today morning:

Why the bond market matters more than stock market (ET)

UPI 2.0 will disrupt payments (Mint)

How tower companies are getting affected by Reliance Jio (FE)

The world’s best IPO has gained 6000% (Bloomberg)

India’s House of Debt (Quint)

View on Finance & Banking Sector Stocks (Bala)

Rising sea levels & a margin of safety (Tadas)

Now is for later (Seth Godin)

Google and the Limits of Strategy (Stratechery)

Barclays warns the party is over (Zero Hedge)

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