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Chart

The Biggest Asset Class in the World

Source : WSJ
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Links

Linkfest: 17 July, 2020

Some stuff I am reading today morning:

Indian Banks are in for a Rs. 20 Trillion hole (Mint)

Why Aramco-RIL deal has hit a roadblock (Rediff)

Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)

Sale of houses at decadal lows (FE)

Related Party Transactions at IFB (Aurum Capital)

Hatsun in trouble (R S Sodhi)

Rupa: The inside story (Fortune)

China’s manic traders Vs Communist Party (Bloomberg)

Rebalancing is still everyone’s main risk management strategy (CS)

5 Stories (Morgan Housel)

Categories
Excerpts

The Indian Consumer Changeth

Source : Chairman Speech, AGM of Hindustan Unilever Ltd
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Chart

India is # 3

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Annual Reports

Embassy REIT: Well Begun is Half Done

Source: Annual Report 2020 of Embassy Office Parks REIT