Some stuff I am reading today morning:
India’s economy is getting carved between Adani & Ambani (BS)
Govt may propose GST cut for 2 wheelers (Mint)
Tata Motors to become debt free in the next 3 years (CNBC)
India’s real estate loan book, revealed (Forbes)
Exxon Mobile exits the Dow (CNBC)
Interview with S Krishna Kumar (Morningstar)
The highest P/E ratio in 18 years (Crossing Wall Street)
Why the shift to online commerce is here to stay (OM)
On Barrick Gold (Investment U)
Pay & Precedent (A VC)
Some stuff I am reading today morning:
Asian stocks near 2 year highs (Investing)
Earnings of Nifty 50 firms slump to 6 year low (Rediff)
Telecom sector could be reduced to 2 cos (CNBC)
All Cargo Logistics plans to delist (Mint)
Negative beta stocks: Case for Zoom (Dr. Varma)
Is 30x of annual expenses enough for retirement in India? (Jago Investor)
Has the market changed since the bottom? (Common Sense)
Even great investments experience massive drawdowns (Larry Swedroe)
Disrupting Bloomberg (Net Interest)
Your financial portfolio and Japanese principles (Fortune)
