Author: Raoji

Some stuff I am reading today morning:

Foreign Portfolio Investors are selling 100M$ every day (FE)

China is not a disaster (Akash Prakash)

Who needs GST? (Firstpost)

VG Siddhartha:India’s Coffee King (Outlook Business)

Modi proves cautious in fixing India Economy (Bloomberg)

ICICI Research: Top Stock Picks (RJ)

Patterned by birth (Irrelevant Investor)

The casual stock picker (Irrelevant Investor)

How the world’s biggest stock hedge fund stayed a secret (Moneybeat)

The most successful speculation ever (Daily Reckoning)

Some stuff I am reading today morning:

Piramal likely to buy IL&FS (ET)

Nifty back to 6000-6400! In Dollar terms (Nooresh)

Volatile markets spell trouble for IPO pipeline (Mint)

Lessons for investors in the turnaround story of Bata India (Beyond Proxy)

Could payment banks eat private banks’ CASA lunch? (Prof Varma)

Sovereign Gold Bond Scheme explained (Capital Mind)

Bose Committee on mis-selling financial products (Ajay Shah)

Prabhudas Lilladher Research:IDFC (MyIris)

Great Stocks Vs Great Businesses (Daily Reckoning)

Setting aside shame and blame in financial decisions (NYTimes)