Some stuff I am reading today morning:
IL&FS jitters erode 12.5% of MF assets (BS)
Rupee closes at all time low (BQ)
HFCs cut down disbursements (ET)
Confessions of an Equity Analyst (VRO)
Is this time different for emerging markets? (Mint)
Why emerging markets matter (Swedroe)
Migrant workers flee Gujarat affecting industries (FE)
India will import Iran oil (CNBC)
Club Mahindra- My biggest financial mistake (TFL)
Many parallels between Tesla & Lehman Brothers (AM)
Average market participant in India
Read Lynch
Quote Buffett
Follow Munger
Idolise RJ
Attend conferencesBut everyday without fail at 9 am…..su khabar???? Su levanu??? #stockmarket #stocks
— Darshan Mehta (@darshanvmehta1) October 8, 2018
Some stuff I am reading today morning:
RBI springs a surprise (Morningstar)
Tax relief for IPOs, FPOs, ESOPs (MC)
HNIs, retail investors shun IPOs (Mint)
Britannia wants to make its 100th year memorable (Rediff)
Sector Watch: Airline Stocks (OB)
Rana Kapoor: Controversy’s Child (Digital FC)
Investors should ‘calibrate’ their portfolios (Howard Marks)
My favourite investing story of all time (DR)
Risk Management (Morgan Housel)
Interview with Felix Grandluckmeister (PAL)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas SME Stars Meet (AI)
The very mischievous Harsh Goenka (AI)
Is it time to buy? (Deepak Shenoy)
Small Caps right now (AI)
On Midcap and Smallcap Returns (80-20 Investor)
Interview with Bharat Shah (MC)
Stanley Druckenmiller: Are you hot or cold? (AI)
The Easy Money Era is over in India (BQ)
Bandhan Bank: Dhoka Aur Dhulai (AI)
Chart: The great Commercial Paper Crash (AI)
Some off beat reads for the weekend:
How China hacked into US companies (Bloomberg)
Donald Trump’s suspect tax schemes (NYTimes)
US-China heading towards a new Cold War (ATimes)
The truth about Rafale (Open)
Death in the evening (Rahul Pandita)
What an audacious hoax reveals about Academia (Atlantic)
An ill wind (Dawn)
The ordinary people of the Raj (Manu Pillai)
Lessons from the last Swiss Finishing School (New Yorker)
Biggest Blunders in the Indian Automotive Scene (Team BHP)
The Barber from Ooty (Better India)
Ananga Ranga: The Hindu art of love (Madras Courier)
A taste of Tbilisi (DailyO)
Travelogue: Mongolia (SCMP)
A Quest for tigers in India (The Ringer)