Some stuff I am reading today morning:
Markets can crash if Modi doesn’t come (BS)
The road ahead for Tata Chemicals (MC)
Indigo Founders seek safe landing (Mint)
Hindujas may board Jet Airways (ET)
Power Discoms in trouble (OB)
My Uber Story (Financial Samurai)
Disclosing Jewelry, Cash in tax returns (Rediff)
Realistic personal finance hacks (Morgan Housel)
The “Wealthy” threshold in America is $2.3 Million (Zero Hedge)
Crypto Spring? (A VC)
Some stuff I am reading today morning:
Elections making brokers fidgety (ET)
How Ramesh Kumar Sharma became richest Lok Sabha candidate (BT)
Mutual Fund Exposure to Real Estate NCDs (Morningstar)
Trump declares National Emergency over Huawei threat (CNBC)
Taco Bell plans to open 600 outlets in India (BS)
The curious mix of Jet Airways Bidders (Mint)
The intense battle for control of Essar Steel (Sucheta Dalal)
Stock Pick: Alkyl Amines (Viraj Mehta)
Leveraged Promoters, Haemorrhaged Stockholders (Prof Bakshi)
Vancouver, Casinos and Grand Mothers (Macro Tourist)
Some stuff I am reading today morning:
Monsoon to hit Kerala on June 4 (BL)
On the Fraud Culture in India’s Generic Drugs Industry (Katherine Eban)
MSCI rejig (MC)
Jet sinks deep (ET)
NCLAT slams Ruias (BS)
Uber underwriters used ‘naked short’ tactic (CNBC)
Stock Pick: ICICI Bank (Vikas Khemani)
Deepika Padukone invests in Epigamia (Rediff)
What Game of Thrones teaches us about perspective (Morningstar)
RIP Indian handsets (Forbes)
Some stuff I am reading today morning:
US $ 1 Trillion wiped out of global markets (SCMP)
Will China sell US Treasury Bonds? (CNBC)
Market plunge comes at worst possible time (J P Morgan)
US anti-trust probe singes India pharma firms (BS)
RCom lenders likely to claim upto 90,000 Cr (ET)
Why Sudhir Valia’s reinsurance dreams halted (MC)
Clean Up Act at SBI (Mint)
Stock Pick: Vaibhav Global (Vijay Kedia)
Looking for the next ROIC machine (Intrinsic Investing)
Degrees of Confidence (Morgan Housel)
Some stuff I am reading today morning:
Imminent Crisis in NBFC sector (BL)
Lost decade under Modi (Andy Mukherjee)
Modi is India’s best hope for economic reform (Time)
Interview with Sudip Bandyopadhyay (ET)
Stock Pick: Coffee Day Enterprises (Niraj Dalal)
Stock Analysis: Kanchi Karpooram (Dr Vijay Malik)
A thread on diversification (Prof Bakshi)
How compounding works in the stock market (CS)
Conversation with Aswath Damodaran (Elm Funds)
Obituary: Yogi Deveshwar (Rediff)