Category: Links

Some stuff I am reading today morning:

US Stocks plunge (NYTimes)

Trump blames ‘crazy Fed’ for stock sell-off (SCMP)

Govt is stepping up efforts to improve liquidity (ET)

The strange case of Ashapura Intimates (BS)

IL&FS’ transaction with MCX under investigation (MC)

Indigo loses half its market capitalization (BQ)

Little hope for Tata Motors (Mint)

On PMS Portfolios (RJ)

The challenges of market cycle timing (Validea)

US Markets at a tipping point (Zero Hedge)

Some stuff I am reading today morning:

The mystery behind record outflows from liquid funds (Mint)

India’s CAD worries (FE)

Are pipe companies a good investment idea? (BS)

Tata Motors hits 7 year low (MC)

Market panics & strategy (Morningstar)

Interview with Ajay Piramal (You Tube)

Interview with Raamdeo Agrawal  (BL)

The aviation dreams of Singh Brothers (BQ)

Market Lessons (Mystic Wealth)

On Herd Mentality (Real Wealth Farmer)

Some stuff I am reading today morning:

IL&FS jitters erode 12.5% of MF assets (BS)

Rupee closes at all time low (BQ)

HFCs cut down disbursements (ET)

Confessions of an Equity Analyst (VRO)

Is this time different for emerging markets? (Mint)

Why emerging markets matter (Swedroe)

Migrant workers flee Gujarat affecting industries (FE)

India will import Iran oil (CNBC)

Club Mahindra- My biggest financial mistake (TFL)

Many parallels between Tesla & Lehman Brothers (AM)

Some stuff I am reading today morning:

RBI springs a surprise (Morningstar)

Tax relief for IPOs, FPOs, ESOPs (MC)

HNIs, retail investors shun IPOs (Mint)

Britannia wants to make its 100th year memorable (Rediff)

Sector Watch: Airline Stocks (OB)

Rana Kapoor: Controversy’s Child (Digital FC)

Investors should ‘calibrate’ their portfolios (Howard Marks)

My favourite investing story of all time (DR)

Risk Management (Morgan Housel)

Interview with Felix Grandluckmeister (PAL)