Some stuff I am reading today morning:
Why PE funds are getting attracted to the Indian Steel Sector (Vikas)
FPIs rush to catch the market rally (BL)
Modi’s reaction to India’s historic jump in Ease of Business rankings (FE)
Avoid New India Assurance IPO (Mint)
IPO Review: Mahindra Logistics (SP Tulsian)
GST may drive mega sale in December (ET)
Uflex Ltd: A mispriced bet? (Jiten Parmar)
DoCoMo has its payday (Quint)
Plastic Bears (TRB)
Value Investing Deadpool (Macro Tourist)
Hat Tip: Ben Carlson
India moves up from 130 to 100 in the World Bank ease of doing business rankings for 2017. Improvement in 9 out of 10 indicators.
— Rahul Kanwal (@rahulkanwal) October 31, 2017
Some stuff I am reading today morning:
Lenders to take over Anil Ambani’s RCom (Quint)
How Viral Acharya’s presence moved the bond market (ET)
Mahindra Logistics IPO opens today (Mint)
SEBI’s diktat on Aadhar spooks foreign investors (BS)
Hindustan Aeronautics gets SEBI nod for IPO (BL)
AllCargo Logistics: Turnaround story? (RJ)
Finally time to buy stock market vol? (Macro Tourist)
5 Questions-When to sell? (Barry)
The full reset (Collaborative Fund)
10 Questions I am pondering about the markets (Ben)
