Author: Raoji

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Links

Linkfest: 08 May, 2020

Some stuff I am reading today morning:

Negative US policy rate by 2021 ( Bloomberg)

MSME Sector on the verge of collapse (BL)

UP Govt exempts businesses from labour laws for 3 years (BS)

How Goa tourism plans to get back on its feet (Mint)

Third cheque for Jio comes in (ET)

Will Sin Tax be the way going forward? (Larissa Fernand)

SBI hikes home loan rates (MC)

The redemption tsunami is various debt fund categories (Nakul Sarda)

Subvention will lead to a Mumbai real estate crisis (Vishal Bhargava)

The true cost of Commodity ETFs (Movement Capital)

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Tweets

Pass that Chillum

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Observations

Ravneet Singh Gill : Then & Now

Then, in Dec 2019 :

We want to do is maintain the very strong entrepreneurial real vibrant culture of this organization. But at the same time, harness it with much stronger controls and governance in place.

Next would be how we have progressed with regard to our digital leadership. If you look at any new age digital interoperable platform that operates in this country, I think, YES BANK has been able to demonstrate, not just the fact that it has market leadership, but the fact that this market leadership is actually beginning to expand quarter-on-quarter. 

Now, in May 2020 :

Gill, who joined as MD and CEO of Yes Bank on March 1, 2019, stated that he was brought to the bank for reasons such as ‘poor credit culture, poor compliance culture, centralisation of power and lack of institutionalisation’.

Categories
Links

Linkfest: 07 May, 2020

Some stuff I am reading today morning:

India Inc has a whiff of License Raj (Mint)

Rana Kapoor blamed for Yes Bank collapse (MC)

SBI to grant moratoriums to NBFCs on a case-by-case basis (BS)

Black swans, Black crows and Fund Lies (Ajit Dayal)

Home Improvement Spending will go up (TRB)

Sam Zell isn’t buying yet (Yahoo)

Interview with Jim Chanos (Big Picture)

The landscape has changed for traditional value investing (Bruce Greenwald)

A Situation Vs a Slog (Seth Godin)

Sweden Vs Its Neighbors (Big Picture)

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Quotes

The Intelligent Investor