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Linkfest: 20 July,2020

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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