Category: Links

Some stuff I am reading today morning :

Indian economy headed for ICU ( Arvind Subramaniam )

Will Reliance Life Sciences do a Jio in the diagnostics space? ( Mint )

Discom dues now 81,000 Cr ( ET)

Centre likely to pare stake in BEML ( BS )

Pune Builders are still in denial mode ( Ravi Karandeekar )

Financial Shenanigans at L&T Finance Holdings Ltd ( Niteen S Dharmawat)

Interview with Sanjay Dutt ( ET )

Indian stocks that lost over 80% in the last 2 years ( Zafar Shaikh)

Mind boggling innovation by Chinese Insurance Giant Ping An ( Forbes)

The end of Mutual Funds? ( Barry )

Some stuff I am reading today morning:

India entering ‘stagflationary phase’ (ET)

Ujjivan Small Finance Bank makes bumper debut (Mint)

Infosys faces class action lawsuit in the US (BS)

On the Indian Asset Management Industry (Old School Finance)

Interview with Ayush Mittal (Aditya Kondawar)

Dubai’s housing market headed for disaster (CNBC)

The Wall Street Bankers who burst Aramco’s bubble (BQ)

Improving the performance of Deep Value Strategies (Larry Swedroe)

Open Letter to HP Inc. Shareholders (Carl Icahn)

It’s madness to set return targets (Seth Klarman)

Some stuff I am reading today morning:

S&P could lower sovereign rating (FE)

What awaits cash starved Yes Bank? (ET)

Nippon Express takes stake in Future Supply (BS)

Inox Leisure stocks looking at the bigger picture (Mint)

No Fed rate hikes in 2020 (CNBC)

Swiggy’s cloud kitchen’s bet pays off (Forbes)

Lessons from T Rowe Price (Rational Walk)

The weakness of various value metrics (Validea)

The Butter Thesis (Nick Grossman)

Ben Graham’s overarching investing lesson (Michael Mauboussin)

Some stuff I am reading today morning:

No turnaround at SBI (FE)

Stakes get higher at OYO (Mint)

6 Questions for Motilal Oswal (Morningstar)

BSE Mutual Fund Platform getting dominant (BL)

How Amazon has thrived in the Indian markets (Forbes)

Markets- Maddening yet marvellous (Anand Sridharan)

How K Ganesh & Meena Ganesh invest their money (OB)

Commodity Performance in the last decade (RCM Alternatives)

Why is Warren Buffett sitting on $ 128 Billion in Cash? (Value Walk)

Only the hits (Seth Godin)