Author: Raoji

Some stuff I am reading today morning:

Global liquidity drives Nifty 50 (Mint)

Piyush Goyal’s blunt warning to real estate developers (Rajiv Mehta)

Interview with former CEO of Airtel, Sanjay Kapoor (Niraj Shah)

Reliance Rights issue subscribed 1.6 times (BS)

Forced moratorium is risky (RBI)

Gujarat HC stays eVoting for FT debt funds (FE)

Why we don’t learn from history (Common Sense)

Why is extrapolation so dangerous for investors (BI)

Investing in stocks is not a game of pass the parcel (Terry Smith)

Position Sizing strategy for long term investor (Old School Value)

Some stuff I am reading today morning:

India’s GDP will contract by 10% (Subhash Chandra Garg)

Indian Rupee INR could go significantly higher (CNBC)

5 States are leading the Indian economy to recovery (Mint)

3 Mid East funds look to buy stake in Jio (Bloomberg)

India launches $6.7 Billion plan to boost electronics manufacturing (Reuters)

More pain ahead for banks (Forbes)

How to detect accounting frauds (Amey Kulkarni)

More stimulus is coming in the US (Daily Reckoning)

Inside the $2.5 Trillion debt binge (Forbes)

Debate: Savings or Earnings (Big Picture)