Some stuff I am reading today morning:
India marketcap hits $5 Trillion ( Fortune )
Stock valuations may not be sustainable ( FE )
Curious case of huge haircuts at NCLT ( BT)
Vivo overtakes Samsung in India ( Forbes )
Company : Ashiana Housing ( BI )
Stock Talk : Jagsonpal Pharma ( Watchlist )
Interview with Nilesh Shah ( Rediff )
On Cash Flow Statements ( Foot Notes Analyst )
A tool for testing investor confidence ( BI )
Why we still believe in Gold ( Unherd )
Source: Investor Presentation of GRP Ltd
Some stuff I am reading today morning:
FPIs withdraw 28,200 Cr from Indian equities in May (BS)
Markets stare at $14.5 Billion outflow risk (Forbes)
RBI cracks whip on co-lending deals (MC)
Debt-to-EBITDA at a decadal low (FE)
Ashok Hinduja’s leverage in the RCap deal (BW)
Commodity: Gold (BI)
Interview with Stanley Druckenmiller (CNBC)
A Masterclass with Bill Miller (Investment Talk)
The Stock Market’s great Paradox (The Market)
The Life Hedge (Jared Dillian)
Here are the most clicked items on Alpha Ideas this week:
Young Bulls, Ageing Bears (AI)
Avoiding Value Traps (AI)
Sandur: 9 Years Left (AI)
Mankind: Brand Factory (AI)
Blackstone’s Best Investment Ever (Katusa)
Boom in senior living homes (DH)
Lookout notice against Fund Manager Devina Mehra (BW)
The Club of Clueless CEOs (NDTV Profit)
India’s silent income crisis (Fortune)
Dinesh Dalmia dupes lenders of 200 Cr (Money Life)
