Author: Raoji

Some stuff I am reading today morning:

Gold, Silver, Bonds hit as liquidity trade unwinds (ZH)

Mutual Funds face a moment of truth (Mint)

Aurobindo Pharma bets big on biosimilar business (FE)

Interview with Kenneth Andrade (Morningstar)

Rakesh Jhunjhunwala’s on Titan Earnings Call (FE)

PPF Vs Gilt Mutual Funds (Free Fincal)

Why US $ will remain the world’s anchor currency (Sanjeev Sanyal)

Ant Financial: The world’s largest financial services firm (Net Interest)

Q2 2020 Letter to Investors (Tweedy Browne)

Dawg on the Wall (Prof Galloway)

Some stuff I am reading today morning:

Global coronavirus cases hit 20 Million (Reuters)

If not for restructuring, Bank NPAs would be at a 20 year high (Rediff)

Equity MFs see first outflows since 2016 (HT)

AAI puts Go Air on Cash & Carry mode (CNBC)

SC questions Govt over recovery of AGR dues (Mint)

DGTR recommends duties on Stainless Steel Imports (MC)

HDFC Bank’s new chief will have to rebuild trust (Forbes)

Stock Talk: Healthcare Global Enterprises (Gurpreet Singh)

Interview with Joel Greenblatt (AM)

Why is everyone buying gold? (Ruchir Sharma)