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Tweets

PSU Stocks at Decadal Lows

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Links

Linkfest: 23 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Neogen Chemicals (Manish Gupta)

Alpha Ideas 20 20 Presentation: Muthoot Finance (Priyan Kondoth)

Unprecedented financial sector crisis in 70 years (Niti Aayog)

New SEBI norms are a tax bonanza for FPIs (BL)

Why NTPC is getting the cold shoulder (Mint)

Indians pawning family gold amid credit crunch (Reuters)

The 5 dimensions of variant perception (CFA Society)

Here comes the #TrumpRecession (Barry)

Why US CEOs should fear a recession (ET)

How to lose a lawsuit- accuse a fund for over charging (Morningstar)

Categories
MegaTrends

Mega Trend: Disruption in Indian Banking

Source: BCG Report FIBAC 2019
Categories
Observations Tweets

The Breadth keeps getting worse

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Tweets

Kuch Samjhe?