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Linkfest:26 August, 2019

Some stuff I am reading today morning:

Presentation by FM to revive economy (Nirmala Sitharaman)

US China trade war intensifies (CNBC)

11 reasons why a US economic crisis is imminent (Zero Hedge)

PMO clears BSNL-MTNL revival (ET)

Small channels in panic mode (BS)

PayTM Money expects 50% market share in Direct MF segment (BL)

Increase in net worth (Subramoney)

Know your country (G Maran)

Amazon’s tiny profits explained (Vox)

Obituary: Arun Jaitley (Mint)

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Weekend Mega Linkfest: 23 August, 2019

Some off beat reads for the weekend:

The tangled web of Kashmir (Naeem Jilani)

Checkmate, Pakistan (Lawrence Sellin)

From Non-Alignment to Multi-Alignment (M J Akbar)

The rise and fall of Justin Trudeau (Guardian)

Searching for Duke (Hazlitt)

How life became an endless, terrible competition (Atlantic)

Discontent in JDU (Gossip Guru)

How Mysore’s Maharaja created history in Western Classical Music (BI)

An abduction on Malabar Hill (Manu Pillai)

Coffee, colonialism and crap (Madras Courier)

Bint el-Balad (Nour Malas)

Tibet’s Tsampa (BBC Travel)

Parle-G Pe Charcha (Arre)

Bakri Id Diary (Outlook)

Obituary: Khayyam (Dawn)

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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)

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Linkfest: 22 August, 2019

Some stuff I am reading today morning:

CG Power: A financial thriller on Dalal Street (MC)

Mukesh Ambani has a gas problem (BS)

Small Cap investing may not be worth it (Dhirendra Kumar)

The revolt against food delivery apps (Mint)

Alarm bells ringing for India telecom industry (Kush Katakia)

It will take 2 years to come out of economic slump (Bimal Jalan)

Who will be the next Unicorn from India? (OB)

How to identify a consensus (Ritesh Jain)

Why value investing works (Nick Kirrage)

Why Complexity Sells (Morgan Housel)

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Links

Linkfest: 21 August, 2019

Some stuff I am reading today morning:

CBI at Chidambaram’s door (Mint)

Income Tax raids on Oberoi, Capacite (ET)

CG Power rocked by suspect transactions (FE)

Company Profile: Vishal Mega Mart (Forbes)

McKinsey sees repeat of Asia debt crisis (BS)

Session by Neelkanth Mishra (CFA Society)

HUF is losing its charm as a tax saving tool (Rediff)

Geriatric Care: Costs (Subramoney)

Forget about “target price” (AM)

The Red Queen of Investing (Nick Maggiulli)