Category: Links

Some stuff I am reading today morning:

Voda Idea posts biggest quarterly loss in India’s history (BS)

Airtel flags ‘going concern’ risk after Q2 loss (ET)

Adani buys 23.5% stake in Mumbai Airport (Mint)

Inside Cognizant India (Forbes)

HSBC India named in FIR for defrauding senior citizens (Money Life)

Investing into 54EC Bonds (BW)

Don’t own a company if you have to closely follow it (Buffett)

Value has never been this cheap Vs Momentum (Barry)

Cash Back (Humble Dollar)

Trends that matter in Asset Management (Common Sense)

Some stuff I am reading today morning:

Birlas may let Voda Idea go insolvent (ET)

No relief to Telcos (FE)

Burden of dividend tax may shift to individuals (BS)

Retail inflation rises (Mint)

Stock Talk: Tata Motors (Morningstar)

Railways record lowest freight loading since 2010 (BL)

Interview with Bill Nygren (AM)

HNI- The stupid investor (Subramoney)

The pay is too damn high (Irrelevant Investor)

The Opportunity Portfolio (Bonafide Wealth)

Some stuff I am reading today morning:

Saying No to RCEP (Amit Shah)

Vodafone’s future in India is uncertain (BS)

SCI disinvestment on track (DIPAM)

Godrej Properties: Rich Valuations, Poor Cash Flows (Tushar Sarda)

Honda’s Manesar operations suspended indefinitely (Rediff)

Temasek’s game plan for India investments (Forbes)

On Jewellery Deposit Schems (Mint)

Behavioral Finance is Finance (Albert Bridge Capital)

6 Investing Lessons from Jim Simons (Market Watch)

How Vanguard won the loser’s game (Morningstar)

Some stuff I am reading today morning:

Bajaj Finserv turns up the heat in broking (BS)

Inside the battle to save India’s telcos (BS)

Over 60,000 BSNL,MTNL employees have opted for VRS (Rediff)

Crisis in the Diamonds industry (Bloomberg)

Stock Talk: Narayana Hrudayalaya (Gurpreet Singh)

Value Investing, my foot (Subramoney)

The Quality Conundrum (Abhishek Basumallick)

Indian Mutual Funds holding International Stocks (Free Fincal)

Equity Strategies: Past is not prologue (Research Associates)

The rise of nationalism (George Soros)