Source: CLSA Research Report
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What an EM crisis looks like
Source: CLSA Research Report
Author: Raoji
In speaking with some of the world’s top business leaders I asked what it is that would make business (jobs) even better in the U.S. “Stop quarterly reporting & go to a six month system,” said one. That would allow greater flexibility & save money. I have asked the SEC to study!
— Donald J. Trump (@realDonaldTrump) August 17, 2018
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Linkfest: 17 August, 2018
Some stuff I am reading today morning:
Nation mourns Atal Bihari Vajpayee (TOI)
Amazon’s real rival in India is Reliance (ET)
Top NSE officials facilitate fraud (Quint)
Banking Sector: A private affair (Vivek Kaul)
Understanding how the Indian sugar industry works (Alpha Invesco)
Deja Vu in Turkey (Aswath Damodaran)
The trajectory of great ideas (Morgan Housel)
The half life of investment strategies (Common Sense)
Simple analysis for pricing (Seth Godin)
A conversation with David Swensen (CFR)
They seem to prefer global sources of Capital.
Source: SEBI Annual Report 2017-18
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The Best Q to ask Management
Hat Tip: P Kantheti
