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Some stuff I am reading today morning:
SEBI’s absurd rules on margin collection (Zerodha)
Trump’s Orders on lowering drug prices (White House)
Aditya Puri sells 74 Lakh HDFC Bank shares (CNBC)
Mindspace REIT: Not to be occupied (S P Tulsian)
Why Urjit Patel quit as RBI Governor (Rediff)
Virus rewrites rules for India’s life insurance industry (Mint)
Gold, silver continue their upward trend (BS)
Stock Analysis: Paushak Ltd (Dr Vijay Malik)
My thoughts on IEX Market Coupling (Dhruva Pandey)
The Story drives the Stock (Abhishek Basumallick)
Here are the most clicked items on Alpha Ideas this week:
Will Ambani buy Biyani? (AI)
Baithe, Baithe Kya Kare? (AI)
Mega Trend: India Crop Protection (AI)
HDFC Bank: When Employees own ESOPs (AI)
A Questionable rollover at HDFC MF (MF Critic)
Stocks are for the wealthy (Bala)
How Bajaj Fin lowers morat numbers by converting loans into flexi (Mr. Kumar)
Asset Allocation-Yale Way (AI)
Residential unit sales at 10 year low (BS)
What Centr should do to revive real estate (Niranjan Hiranandani)
Some off beat reads for the weekend:
Communist China & the Free World’s Future (Michael Pompeo)
Ashok Gehlot: The Desert Fox (Open)
Sudhanshu Trivedi: Naxals at your doorstep (You Tube)
Turkey & Egypt face off in Libya (ME Forum)
How a Star Professor built a distance learning empire (New Yorker)
Did Chinese deliberately dump capital in Indian startups? (Manish Sharma)
Arranged marriage process is a hell (Nikita Doval)
Zorawar Singh: Napoleon of the East (LHI)
Holidays in New Zealand (Team BHP)
Dear Mummy… (Madam Sanskari)