Some stuff I am reading today morning:
HUL-GSK Consumer Merger (Mint)
Random Portfolio down 20%-40% (Nooresh)
Properties of IL&FS directors attached (MC)
Navy encashes bank guarantees of RNaval (BS)
Sector Watch: Capital Goods (Vriddhi Capital)
Company Profile: Prestige (Fortune)
On MF Distributors (Subramoney)
Bad Buybacks (Barry)
The Crypto Winter is here (Coin Desk)
The tale of two Bond Kings (City Wire)
Some stuff I am reading today morning:
US,China agree on trade war ceasefire (Reuters)
FII inflows hit 10 month high (BL)
Rakesh Jhunjhunwala settles insider trading case (SEBI)
Losses mount in India’s eCommerce sector (FE)
Why India’s airlines can’t turn growth into profits (BQ)
Company Profile: GE Shipping (Devesh Kayal)
An Evolve-Or-Die Moment for the World’s Great Investors (Fortune)
Is long term investing over rated? (MF Critic)
The Fed blinks (Macro Tourist)
Seth Klarman’s career advice (Ian Cassel)
Some off beat reads for the weekend:
Hindu,Hinduer, Hinduest (Outlook)
Enter from third exit (Rahul Pandita)
The anti-India bias of Western Media (Minhaz Merchant)
Don’t fear the Congress party (Shashi Tharoor)
The Unified Theory of Ram Dass (GQ)
Anti-Semitism in France (Guardian)
The Military bases of Djibouti (ATimes)
Is WikiLeaks a Russian Front? (Atlantic)
Drive to Kachenjunga (Team BHP)
Rahul Gandhi’s Shiv Bhakti roots (Gossip Guru)
Me & Mrs. Obama (J Mathrubootham)
Raising a Bangladeshi family in Detroit (Brown Girl)
Emperor Jahangir & Guru Hargobind Singh (Madras Courier)
Death of a Missionary (Washington Post)
With Love from Chennai (DailyO)
Some stuff I am reading today morning:
IL&FS has a hostage situation in Ethiopia (ET)
RBI throws a lifeline to NBFCs (BQ)
RBI Vs Yes Bank (Mint)
SEBI goes after unscrupulous PMS Fund Managers (RJ)
Bull run finale not far off (Reuters)
Company Profile: Graphite India (Forbes)
Secret Diary of N V ‘Tiger’ Tyagarajan (OB)
Investing Chat with Safir Anand (S&L)
China is slowing down (Zero Hedge)
On Fed Easing (Macro Tourist)
Some stuff I am reading today morning:
Banks may invoke Dhoots’ personal guarantees (ET)
Investor worries on Kotak Bank (Mint)
Jaypee may lose Formula One Land (BS)
UTI AMC stake sale (BL)
Company Profile: Arvind (Fortune)
The Bear Market of 1969 (Irrelevant Investor)
Valuations don’t matter much in Emerging Markets (BQ)
The trade of the decade is dead (Daily Reckoning)
What Bear Markets look like ( A VC)
Liquidity is over rated (Financial Samurai)