Category: Links

Some stuff I am reading today morning:

RBI Governor’s press conference today (MC)

KKR to invest 11,367 Cr in Jio (ET)

Kotak Mahindra is the most expensive bank stock in the world (FE)

Govt caps airfares (BS)

Credit Growth withers under lockdown (Mint)

Opportunities in Bear Markets (Nooresh Merani)

How to make money in gold miners (Larissa Fernand)

US, China on collision course over Hong Kong (SCMP)

How to build a breakthrough (Mike Maples)

Why we cannot always trus what management claims (Dr Vijay Malik)

Some stuff I am reading today morning:

RBI may extend bank moratorium by another 3 months (IE)

Investors swipe right on RIL Mega Issue (Mint)

New Govt fund for NBFCs will have limited impact (ET)

Ola lays off 35% of the workforce (Ola Cabs)

Mumbai realty developers need to go public with discounts (Vishal Bhargava)

57% investors say Big 4 Auditors have no credibility (Rediff)

Construction Companies staring at huge losses (Pooja Sarkar)

US Banks brace for credit card losses (Zero Hedge)

Why liquid net worth is important (Nick Maggiulli)

Despite myself (Humble $)

Some stuff I am reading today morning:

RIL Rights issue opens today (Mint)

Franklin may take over 5 years to return funds (ET)

Bharti gives Jio a run for its money (FE)

Non essential retail is back (BS)

Facebook Shops launched (SMH)

Indian MNCs & their unlisted subsidiaries (Balaji Vaidyanath)

Stock Analysis: Filatex India (Dr Vijay Malik)

Where Vallabh Bhansali sees opportunity (Morningstar)

Reinhart & Rogoff: This time really is different (BQ)

The Three Sides of Risk (Morgan Housel)

Some stuff I am reading today morning:

Interview with Fed Chair Jerome Powell (CBS)

Moderna reports success on initial Coronavirus vaccine trial (CNBC)

Coal India under financial stress (FE)

Swiggy lays off 1100 employees (BS)

Many firms see hopes of revival dwindle (Mint)

Indian real estate: A House of Cards (Pooja Sarkar)

A strategic view on Indian Pharma (Kiran Dhanwada)

Softbank Investor Presentation (Softbank)

Nothing fails like success in the stock market (Common Sense)

Is Value a Value Trap? (AM)

Some stuff I am reading today morning:

Now farmers can finally breathe (Deccan Herald)

Markets disappointed with FM’s package (ET)

Will Reliance’s 20 Year Big Tech Pivot succeed? (A Junior VC)

Two SME Stocks ( Dhruva Pandey)

Paradise Lost: The exodus from Gulf (Mint)

Lockdown Economics & Pandemic Policy (Dr Virmani)

Interview with George Soros (Project Syndicate)

Investing in a crisis (Bill Nygren)

In Flew Enza (Albert Bridge Capital)

Get ready for the commercial real estate apocalypse (Medium)