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Links

Linkfest: 20 August, 2020

Some stuff I am reading today morning:

Apple becomes first co to cross $ 2 Trillion in market cap (BS)

Fed minutes show gloomy economic outlook (CNBC)

Dr. Reddy’s launches generic Favipiravir (FE)

Diagnostics firms eye consolidation (Mint)

Virus clouds revival in rural India (Reuters)

Maruti: Why small is big again (Forbes)

The curious case of Jack Ma’s India plans (Rediff)

Risk is never as simple as it seems (Common Sense)

The pros and cons of direct indexing (Validea)

What a vaccine could do to the markets (Bloomberg)

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Cartoon

So What?

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SME

Narmada Agrobase: Not Convenient

Source: Exchange Filings of Narmada Agrobase Ltd

Interesting reason given that Ahmedabad to Mehsana is only a 90 min drive.

Categories
Links

Linkfest:19 August, 2020

Some stuff I am reading today morning:

5 Million Indians lost their jobs in July (ET)

Aurobindo Pharma develops Covid-19 vaccine (India TV)

Reliance buys Netmeds (BSE)

Embassy, India Bulls Real Estate to merge assets (FE)

Madras HC refuses to allow reopening of Sterlite plant (BS)

How China captured India’s markets (Uday Kotak)

How closed end Mutual Funds failed investors (Mint)

Shopify: Great Co, Bad Investment (Jody Chudley)

Rational Exuberance (Daily Reckoning)

The cautionary tale (Monevator)

Categories
Chart

What Sector Leadership Looks Like

Source : Bespoke