Some stuff I am reading today morning:
India’s economy is getting carved between Adani & Ambani (BS)
Govt may propose GST cut for 2 wheelers (Mint)
Tata Motors to become debt free in the next 3 years (CNBC)
India’s real estate loan book, revealed (Forbes)
Exxon Mobile exits the Dow (CNBC)
Interview with S Krishna Kumar (Morningstar)
The highest P/E ratio in 18 years (Crossing Wall Street)
Why the shift to online commerce is here to stay (OM)
On Barrick Gold (Investment U)
Pay & Precedent (A VC)
Some stuff I am reading today morning:
Asian stocks near 2 year highs (Investing)
Earnings of Nifty 50 firms slump to 6 year low (Rediff)
Telecom sector could be reduced to 2 cos (CNBC)
All Cargo Logistics plans to delist (Mint)
Negative beta stocks: Case for Zoom (Dr. Varma)
Is 30x of annual expenses enough for retirement in India? (Jago Investor)
Has the market changed since the bottom? (Common Sense)
Even great investments experience massive drawdowns (Larry Swedroe)
Disrupting Bloomberg (Net Interest)
Your financial portfolio and Japanese principles (Fortune)
Some stuff I am reading today morning:
Adani Group ready for dominance in aviation (Mint)
Webinar with Shri H M Bangur (You Tube)
What I learnt from brief analysis of 2800 Companies (Dr Vijay Malik)
Sector Analysis: Nutraceuticals (Shuchi Nahar)
The Inside story of Robinhood’s Billionaire Founders (Forbes)
Spurious Corelations (Tyler Vigen)
An Investor’s Spam Filter (Anand Shridhan)
Abolish LTCG tax (Mohandas Pai)
On starting Angel Investing in India (Ritesh Banglani)
ETFs now own more gold than Central Banks (BS)
Some off beat reads for the weekend:
M S Dhoni: A bonafide legend (Sidharth Monga)
Is Mohammad Bin Salman a Zionist? (ME Monitor)
Assam Accord: The back story (Strat News)
Mistakes I made in my 30s (Ankur Warikoo)
What does Microsoft gain by buying Tik Tok? (Manish Sharma)
A Big Mac Fortune (Neckar)
How four brothers fleeced Amazon of $ 19 Million (Wired)
Pets: How we hurt the animals we cherish (Guardian)
On Palakkad (Rajan Venkateswaran)
How I became Chief Rabbi of UAE (TOI)
Lee Kuan Yew on Conversion & Hinduism (Shreyas Joshi)
The Neo Leftist Script of Gunjan Saxena (Soumyadipta)
Balkh Campaign: Indian Army in Central Asia (LHI)
Interview with author Pankaj Mishra (Mint)
Obituary: Pandit Jasraj (Open)
Some stuff I am reading today morning:
What keeps Yes Bank CEO awake at night? (BS)
Amazon Pay allows users to invest in digital gold (Mint)
GMM Pfaudler acquires 54% stake in parent (CNBC)
Are ePharmacies illegal in India? (Rediff)
AGR case exposes telco’s tricks (BT)
Stainless Steel prices hit highs in China (Metal Bulletin)
Now might not be a good time to buy gold (Larry Swedroe)
Thoughts on concentrated index risk (Barry Ritholtz)
What happens when stocks make new highs? (Irrelevant Investor)
Walmart sounds a warning on the economy (Fool)