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Chart

Chart:India Remonetization Update from Goldman

Source: David Keohane

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Links

Linkfest: January 16,2017

Some stuff I am reading today morning:

9.25% Muthoot Finance NCD opens today (Apna Plan)

Siva looks to settle DoCoMo issue (Mint)

NPS to become totally tax free (FE)

Realty awaits ‘white money’ buyers (Money Control)

The curious case of Atlas Cycles (Nooresh)

Dolly Khanna buys Manppuram Finance (RJ)

The deceptions of Luck (Nautil)

Cash cows of the Dow (Meb Faber)

The art of looking stupid in investing (Eric)

Timber as investment (NYTimes)

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Links

Mega Linkfest: Jan 13,2017

Some off beat reads for the weekend:

When the Feds went after Hedge Fund Legend Steve Cohen (New Yorker)

Badal’s Brother-in-law is Punjab’s Drug KingPin (Caravan)

The Buzzfeed Report that is making Trump go crazy (BuzzFeed)

Can Balasaheb Thackeray explain Trump? (NYTimes)

Jared Kushner’s rise to unimaginable power (NYMag)

BJP eyes Mumbai (DailyO)

The Crimes of Seal Team 6 (Intercept)

Death on the Hippie Trail in India (R&K)

You will get good enough (James Altucher)

Netflix wants the world to binge watch (BusinessWeek)

The Dangal-like story of Mahima Rathod (BI)

Bollywood Gossip (Masand)

Saint Streep Street (Media Crooks)

How some NRIs are making money in Nigeria (Fashion Scandal)

10 Best Shopping Destinations (Outlook)

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Observations

The Times A Changeth

There was a time when US Fortune 500 Corporations couldn’t give two hoots about what an Indian Union Minister thinks.

No longer.

The issue was Amazon Canada selling doormats with the Indian Flag on it

And the reply by Amazon

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Links

Linkfest: January 13,2017

Some stuff I am reading today morning:

How N Chandra became Tata Sons Chairman (Mint)

Meet CEO of TCS, Rajesh Gopinathan (ET)

Retail Inflation falls to 3.41% in Dec (Money Control)

Reliance Jio to launch phones at 1000 Rs (BS)

Can Relaxo beat Bata? (OB)

Interview with Kenneth Andrade (ET)

Best Trading Blogs in India (Nooresh)

Worst IPOs of 2008 (FirstChoiceIPO)

Bulls Vs Squirrels in the Oil Market (Bloomberg)

In defense of dividends (Johnson)