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MegaTrends

Mega Trend: India’s Urbanization

Source: CARE Ratings

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Excerpts

Nirav Modi- Uncanny Coincidence

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Links

Linkfest: 15 Feb, 2018

Some stuff I am reading today morning:

How the PNB fraud happened (ET)

Nirav Modi-The man behind the PNB fraud (Mint)

Worst of NPAs yet to come (BS)

Banks may take 30,500 Cr hit due to rising yields (Rediff)

The double standards of PayTM’s Sharma (BL)

Stock Talk: Petronet (MC)

Indians are moving the cheese market (Quint)

It’s different this time (Macro Tourist)

Market Turmoil and Investment Serenity (Aswath Damodaran)

The advent of a cynical bubble (James Montier)

Categories
Observations

Fourth Dimension: Caught in the Ricoh Scam

Fourth Dimension used to be a red hot scrip in the SME space.

Categories
Excerpts

Gravity is Baaaaack !

Warren Buffett: “Interest rates act like gravity on valuation”