Some stuff I am reading today morning:
Amazon, Flipkart sales generated 19,000 Cr in 5 days (ET)
India moves forward on RCEP talks (FE)
RSS Chief Mohan Bhagwat on the Economy (MC)
Faceless tax e-assessment begins (Rediff)
Foreign Investors keen on InvITs, REITs (ET)
Hacks for investors in a stalling economy (Mohit Satyanand)
Stock Talk: Chemcrux Enterprises (Dhruva Pandey)
The illusion of understanding (Daniel Kahneman)
What’s your delta? (Nick Maggiulli)
Cards (A VC)
On learning that Promoters own only 22% in the co and 90% of that is pledged
Some stuff I am reading today morning:
Yes Bank woos tech majors (Mint)
Why factories leaving China are not going to India (ET)
Shenanigans at Cummins India (Multi Act)
Is PMAY responsible for auto slowdown? (Wire)
Alibaba’s Jack Ma : Whistling past the graye yard (AND)
Trader Profile: Sivakumar Jayachandran (MC)
3 Qs before entering a new position (All Star Charts)
WeWork: A gigantic fraud (Scott Galloway)
How Britain stole $45 Trillion from India (Al Jazeera)
Learning Vs Education (Seth Godin)
Here are the most clicked items on Alpha Ideas this week:
Why did you buy Yes Bank stock? (AI)
What I learnt from Bhaskar Bhat (AI)
India’s real estate crisis intensifies (BS)
How NBFCs fund real estate projects (Balasubramanian V)
The bursting of the Silicon Valley bubble (Jawad Mian)
Interview with Samir Arora (Mint)
Why market timing doesn’t work (AI)
Govt plans rejig in personal tax slabs (HT)
How Thomas Cook collapsed (Skift)
4,000 Cr tax evasion through LTCG route (MC)