Some stuff I am reading today morning:
ICRA downgrades IL&FS to junk status (BS)
IL&FS Default- Impact on MFs (The MF Guy)
SEBI does U-Turn on FPI norms (BL)
Rupee: Flat on it’s Back (OB)
RBI has a solution to the Air India problem (ET)
Lights dim at Varroc (Mint)
Has the Ruia family finally lost Essar Steel (BQ)
Stock Analysis: Harita Seating (Valuation In Motion)
The shadow side of Greatness (Entrepreneur)
A fantastic talk on Real Estate Investing (Bruce Flatt)
Here are the most clicked items on Alpha Ideas this week:
Paytm: Mind boggling wealth creation (AI)
Why the market hates Balkrishna Industries’ capex plans (AI)
On HDFC Bank (Gordon DSouza)
Saurabh Mukherjea’s stock picks (RJ)
Samir Arora Ko Gussa Kyon Aaya (AI)
Mega Trend: India’s mattress industry (AI)
How to retire in your 30s with $1 Million in the Bank (Mint)
Portfolio of Shyam Sekhar (AI)
Cyclical Compounders (AI)
SME Stars Meet (AI)
Some off beat reads for the weekend:
Becoming an Ironman (Mint)
How an ‘Intolerant India’ emancipated the tolerant (Op India)
Why were Kerala floods so deadly? (Time)
The legacy war at Teen Murti (Open)
The Op-Ed that caused a political earthquake in America (NYTimes)
China’s shocking pace of change (Guardian)
When China calls, all Africa answers (ATimes)
The worst is yet to come in Syria (Atlantic)
The Imam’s Widow (Pro Publica)
Are Chinese tourists messing up Bali ? (SCMP)
Profile: S Radhakrishnan (Swarajya)
The eternal Malgudi Days (Madras Courier)
Chennai-The chess capital of India (Outlook)
Wedding shopping adventures in India (Mint)
Carnatic Music’s recent discordant note (Anand Kumar)
Source: Morgan Stanley Research
Source: Edelweiss Research
