Categories
Links

Linkfest: 03 January, 2020

Some stuff I am reading today morning:

Non-telcos face 3.13 Lakh Crore AGR fines (ET)

HDFC, HDFC Ergo takeover Apollo Munich (FE)

Bosch India to cut 2,000 jobs in India (BS)

Centre to place restrictions on non-essential imports (Mint)

On Biocon Biologics (MC)

Stock Talk: Elgi Equipments (Fortune)

On the new SEBI regulations for RIAs (Amit Kumar Gupta)

Bartender School (TRB)

51 Ideas from 2019 (Safal Niveshak)

Your first investment for 2020 (Mable Buchanan)

Categories
Observations

What grew in the 2010s

Source : Mint
Categories
Sellside Research

Adani’s Defence Empire

Source : CLSA Research
Categories
Tweets

Not HDFC Bank

Categories
Links

Linkfest: 02 January, 2020

Some stuff I am reading today morning:

GST mop up crosses 1 Trillion ( BS )

2020 is the year of reckoning for PSU Banks (ET)

Peninsula Land defaults ( Outlook )

Micro Finance Lenders in Assam in trouble ( ET )

Jio may diversify into Mutual Funds (Mint)

Interview with Sunil Singhania (ET)

Decades of Commitment ( Subramoney)

Don’t let headlines ruin your retirement ( Anand Sridharan )

What will happen in the 2020s (A VC)

Lessons from the past 25 years (Christine Benz)