Source: Kotak Research
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OTT: Disruption is coming
Source: Kotak Research
Author: Raoji
Yesterday, Ashapura Intimates issued a shocking release to the Exchanges.
What is even more shocking is the stock price behaviour prior to this release.
Chart Source: Bombay Stock Exchange
What to call this? Clairvoyance of the markets or something else?
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Linkfest: 11 October, 2018
Some stuff I am reading today morning:
US Stocks plunge (NYTimes)
Trump blames ‘crazy Fed’ for stock sell-off (SCMP)
Govt is stepping up efforts to improve liquidity (ET)
The strange case of Ashapura Intimates (BS)
IL&FS’ transaction with MCX under investigation (MC)
Indigo loses half its market capitalization (BQ)
Little hope for Tata Motors (Mint)
On PMS Portfolios (RJ)
The challenges of market cycle timing (Validea)
US Markets at a tipping point (Zero Hedge)
Source: Oct 2018 Investor Presentation of Bandhan Bank
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Going Back to Normal
Money Market slowly heading towards normal.
Yesterday Shriram city union,
MMFS, Mannapuram, Lic housing and Motilal rasied over 2000cr at usual rates. #nbfc pic.twitter.com/N0zJfF2rta— TheMFGuy (@TheMFGuy1) October 10, 2018