Some stuff I am reading today morning:
Chairman’s speech at Reliance 43rd AGM (BSE)
Why we invested in Jio (Google)
Reliance AGM was the world’s largest virtual AGM (Rediff)
BSE IT index climbs to record high (FE)
Yes Bank FPO in difficulty (BS)
NTPC gets foothold in Africa (Mint)
Nifty below 10700-A pause or a crack? (Nooresh)
Tech cos curb real estate expenses (CNBC)
What risk isn’t (Nick Maggiulli)
Gold’s new all time high will have to wait (Market Watch)
Some stuff I am reading today morning:
Yes Bank garners 4500 Cr from anchor investors (FE)
MFs pare weighting in healthcare and pharmaceutical stocks (BS)
Flurry of senior level exits at HDFC Bank point to revamp (Mint)
Trump ends Hong Kong’s preferential status (Reuters)
India could see a current account surplus again (CNBC)
Left Tail Risk & Left Tail Momentum (Alpha Architect)
Was that the top? (Irrelevant Investor)
Stocks turned upside down (CFA Institute)
Heads I Win (Albert Bridge Capital)
Wealth Inequality & Lottery tickets (Common Sense)