Source: Ambit Research
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Mega Trend: India’s Sweet Tooth
Source: Ambit Research
Author: Raoji
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Growth needs harder work
Oil >60$. Reduces India fiscal space. US 10 year 2.40%. Yields inching up. Less room to drop interest rates here.Growth needs harder work.
— Uday Kotak (@udaykotak) October 30, 2017
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Linkfest: October 30,2017
Some stuff I am reading today morning:
IDFC Bank,Shriram set to call off merger talks (ET)
11,000 Crores worth of IPOs this week (MC)
IPO Review: Mahindra Logistics (IPO Central)
Listing plans of the HDFC Group (Deepak Parekh)
Are the decks clearing for a RBI rate hike? (Mint)
Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)
The biggest stock collapse in world history (Bloomberg)
Money for nothing (Seth Godin)
Bitcoin-Errors of Omission/Commission (Howard)
I Scam Yous (A VC)
Source: Aswath Damodaran
The difference between Trading (The Pricing Game) & Investing (The Value Game)
Source: Ambit Research
