Source: MOSL Research
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Mega Trend: India Tyres
Source: MOSL Research
Author: Raoji
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Santa Claus Rally
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Linkfest: 30 November, 2018
Some stuff I am reading today morning:
IL&FS has a hostage situation in Ethiopia (ET)
RBI throws a lifeline to NBFCs (BQ)
RBI Vs Yes Bank (Mint)
SEBI goes after unscrupulous PMS Fund Managers (RJ)
Bull run finale not far off (Reuters)
Company Profile: Graphite India (Forbes)
Secret Diary of N V ‘Tiger’ Tyagarajan (OB)
Investing Chat with Safir Anand (S&L)
China is slowing down (Zero Hedge)
On Fed Easing (Macro Tourist)
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The China Factor
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Babus on Boards
"Independent directors, some of us atleast, have been equated to doormen. Better than being doormats ofcourse."
M Damodaran on independent directors and the practice of appointing retired bureaucrats on boards ostensibly to "open doors in Delhi".
— menaka doshi (@menakadoshi) November 29, 2018