Some stuff I am reading today morning:
Reliance General Insurance plans IPO (BL)
Interview with Ashish Chugh (MC)
Telecom firms want a Govt bailout (Mint)
TCS, Infosys are fading stars (Aswath Damodaran)
Stock markets are not prepared for GST disruption (BS)
India Inc caught in War of the Mandarins (Andy)
Only LIC policy that I like (Subramoney)
Is Jim Rogers a charlatan? (CS)
Calm the f*** down (TRB)
Being transparent about your long term strategy (A VC)
140 characters – here we go 1)Super high predictable growth 2)Moderate P/E 3 )Scale of opportunity 4) Sector tailwind 5) Management 6) ….. https://t.co/GN70bTCp1l
— Basant Maheshwari (@BMTheEquityDesk) June 7, 2017
Source: Axis Capital
Hat Tip: Haresh Nagpal
Some stuff I am reading today morning:
Why India’s bad loan problem is really bad (Tamal)
IPO Review: Tejas Networks (SP Tulsian)
Time for the great PSU sell off has arrived (ET)
IPO listing time may be cut to 4 days (Mint)
Modi Govt boosts road building to 30 km/day (FE)
Jewelers to suffer GST pain (BS)
The sorry plight of the unprotected small investor (BL)
Differentiating business performance from stock performance (MC)
Technology is the new Macro (TRB)
No way out (Seth Godin)