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Links

Linkfest: 18 October, 2019

Some stuff I am reading today morning:

EU & UK reach deal on Brexit (BBC)

Realty market sentimernts sink to demonetization levels (ET)

Health of MSMEs worsens (BS)

India’s tightrope act with foreign investors (Mint)

SEBI may hike PMS investment limit to 50L (MC)

India: Wealth Creation Story (Kuntal Shah)

The smelting of Indian stocks (Calm Investor)

Latest Memo from Howard Marks (Oaktree Capital)

Forget Value Vs Growth (Michael Mauboussin)

An Eulogy for the 60-40 portfolio (Common Sense)

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Quotes

Lethal Combination

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Tweets

Gyan Rotation

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SEBI

How SEBI distorted the Markets

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Links

Linkfest: 17 October, 2019

Some stuff I am reading today morning:

Rajiv Bajaj on e-Scooters (ET Auto)

How the Thapar Group went bust (ET)

MFs up the ante on private banks (BS)

Income Tax considerations for joint owners of properties (MC)

On ITR scrutiny notices (Mint)

Ratan Tata, the accidental startup investor (Rediff)

Should you invest in gold this Dhanteras? (Jimmy Patel)

Why new technology is a hard sell (Morgan Housel)

Why you should never hire a well dressed trader (Taleb)

Investors need to ask What, not Why (Tony Isola)