Categories
Links

Linkfest: 04 October, 2018

Some stuff I am reading today morning:

Kotak Bank-Yes Bank : A deal amid adversity? (MC)

IL&FS saga opens a Pandora Box (BL)

Ambani in talks to buy Hathway (ET)

The easy money era is over in India (BQ)

Rs.1 Trillion Railway station modernisation plan (BS)

Liquid Funds see massive outflow (DigitalFC)

Tax on Equity Investments (Mint)

Ignore the “Druckenmiller is bearish” headlines (Macro Tourist)

Stock Market Peaks (Michael Batnick)

Stop it, Private Equity (Preston McSwain)

Categories
Excerpts

Stanley Druckenmiller: Are you hot or cold?

Source: Real Vision

Categories
Humor

Small Caps right now

Categories
Exchange Filings

IL&FS: The Tide Turns

Source: Exchange Filings of IL&FS Transportation Networks Ltd

Categories
Links

Linkfest: 03 October, 2018

Some stuff I am reading today morning:

All eyes on RBI (Mint)

Oil shock has already started in the Emerging Markets (BQ)

PSU IPOs get cold shoulder from investors (ET)

Airbnb in India (Fortune)

Amul’s focus on dark chocolates (BS)

On midcap and smallcap returns (80-20 Investor)

Is it time to buy? (Deepak Shenoy)

Exception to the rule (Of Dollars & Data)

The start of the loonie Bull Run? (Macro Tourist)

How to beat the Index (John Rogers)