Some stuff I am reading today morning:
Investors flee debt funds (BS)
Credit dries up for real estate developers (ET)
Realty: Affordable is ‘unaffordable’ (DNA)
Indian Exports fall (Mint)
Embarrassment for United Breweries (BT)
Govt to split GAIL (Rediff)
HDFC Life Sanchay Plus : A guaranteed trap (Basu Nivesh)
ITR Filing Mistakes to avoid (Fin Gyan)
Drawdowns: The price of admission (Nick Maggiulli)
Klarman, Buffett and beating the markets (Live Wire Markets)
Some stuff I am reading today morning:
Why DHFL fears it may not survive (BS)
India’s overseas debt plan is full of risks (Raghuram Rajan)
Dow Jones hits all time highs (CNBC)
NHAI plans Land Acquisition tax (ET)
Indigo Promoter fight worsens (Mint)
Stock Talk: Garden Reach Ship Builders (Value 2 Wealth)
India’s Chief Harakiri Officers (Varadharajan)
The new Wealth Managers (Subramoney)
The Investing Meta Game (Geoff Yamane)
Bank Nationalization- The Original Sin? (D N Ghosh)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet (AI)
Billion Dollar Mistake (AI)
Budget is a hogwash (Vijay Kedia)
Neelkanth Mishra: Where to hide (AI)
Balaji Amines: Bleak but Bullish (AI)
Tutorial Point: Adsense Nonsense (AI)
When Walmart got a $ 10 Billion Phone Pe Surprise (BS)
Investors confused with Mirae Asset AMC (The MF Guy)
The 5 Principles of good capital allocation (Michael Mauboussin)
How India’s middle class is saving Thai Tourism (BS)