Some stuff I am reading today morning:
No extension of the Financial Year (IT)
Interview with Rajiv Bajaj (BS)
Lockdown hits power demand (Mint)
Virus devastates the Poultry industry (OB)
Contagion in India’s banking sector (Forbes)
Watch what the Chinese do (Bronte Capital)
The US 2020 deficit will explode to 18% (Morgan Stanley)
Alpha is truly ‘fleeting’ (Barry Ritholtz)
Revolutionary Electric Car battery from BYD (ATimes)
Berkshire Hathway & the Coronavirus crash (Rational Walk)
Hat Tip : D H
Some stuff I am reading today morning:
RBI’s Bazooka gets muted response from markets (BS)
FPIs pull out 1 Lakh Crores in March (FE)
Oil rich wealth funds selling stocks (CNBC)
How is my personal money invested? (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (Value Pickr)
ITC- Is ‘Capital Misallocation’ a Narrative Fallacy or Reality? (Ahmed Madha)
How I managed my portfolio in the crisis (Bill Ackman)
Long Toilet Paper, short Equities (Behavioral Investment)
Managing Capital in a downturn (AM)
Its Over (Daily Reckoning)