Categories
Links

Linkfest: 03 February, 2021

Some stuff I am reading today morning:

Brookfield REIT IPO opens today (MC)

SC orders disbursement of Rs.9,122 Cr to FT investors (FE)

Delhi HC orders status quo on Reliance-Future deal (BS)

3 Lakh Crore lifeline to discoms (BT)

Short squeeze in Indigo Paints (Mint)

Interview with Rakesh Jhunjhunwala (CNBC)

Disruptive Innovation with Cathie Wood (IP)

Superstar cities are in trouble (Atlantic)

How to invest using the business cycle (Fidelity)

A strong balance sheet is the best defense (Dave Friedman)

Categories
Excerpts

Run your winners

Source: Dividend Growth Investor

Source: Nick Train
Categories
REIT

Best in Asia: India REITs

Source: DRHP of Brookfield India Real Estate Trust

Categories
Links

Linkfest: 02 February, 2021

Some stuff I am reading today morning:

The spirit of 1991 is back (FE)

Budget bets big on growth (BS)

AAA for the budget (Latha Venkatesh)

What the budget means for you (Mint)

KNR Constructions: My 50 bagger (Niteen S Dharmawat)

Pre-IPO: The risks are high (Aditya Kondawar)

Tatas’ second retail tryst (Forbes)

S&P 500 index fund out performed hedge funds (AEI)

Why you can’t pull off a GameStock in India (BT)

Frugality: Don’t overdo it (Humble $)

Categories
Observations

Wrong As Usual

Hat Tip : Rajeev Mantri

The Economist can be relied upon to publish wrong, inaccurate and anti-India articles most of the time.

The latest instance is related to today’s budget.

Source : Economist

Meanwhile the market reaction