Some stuff I am reading today morning:
Strong growth at HDFC Bank (BQ)
How India’s airlines are getting by without a bailout (Mint)
Residential unit sales at 10 year low (BS)
Jamie Dimon’s warning for the US economy (CNBC)
EU recovery fund plan hangs in balance (Reuters)
Granules India-A Value Migration Story (TankRich)
A Questionable Rollover at HDFC MF (MF Critic)
Cash-Critical and Unloved (Subramoney)
Bill Miller 2Q 2020 Letter (Miller Value)
On Speculative Booms (Jamie Catherwood)
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