Categories
Links

Linkfest: 21 July, 2020

Some stuff I am reading today morning:

New rules for eTailers (Rediff)

Two Wheeler firms step up production (Mint)

Indigo to cut 10% workforce (BS)

Why India consensus earnings estimates are off the mark (Mihir Vora)

How to revive the real estate sector (Niranjan Hiranandani)

On Mindspace Business Parks REIT (Forbes)

Stock Analysis: Century Textiles & Industries (Dr Vijay Malik)

On the Serum Institute of India (Politico)

Don’t fight the narrative (DR)

Is Silver on the brink of a major move? (Katusa)

Categories
MegaTrends

Mega Trend : India Crop Protection Market

Mega Trend : Macquarie Research
Categories
Realty

Embassy REIT: Rents keep coming in

Source: Exchange Filings of Embassy Office Parks REIT

Categories
SugarStocks

When 2 Rs= 3600 Cr

Source: Bloomberg Quint

Categories
Links

Linkfest: 20 July,2020

Some stuff I am reading today morning:

Strong growth at HDFC Bank (BQ)

How India’s airlines are getting by without a bailout (Mint)

Residential unit sales at 10 year low (BS)

Jamie Dimon’s warning for the US economy (CNBC)

EU recovery fund plan hangs in balance (Reuters)

Granules India-A Value Migration Story (TankRich)

A Questionable Rollover at HDFC MF (MF Critic)

Cash-Critical and Unloved (Subramoney)

Bill Miller 2Q 2020 Letter (Miller Value)

On Speculative Booms (Jamie Catherwood)