Category: Links

Some stuff I am reading today morning:

India, US closing on trade deal (Reuters)

On the results of Bajaj Finance (BS)

How Bajaj Fin lowers morat numbers by converting loans into flexi (Mr. Kumar)

Why top investors are hot on Religare Enterprises (OB)

Gold continues to shine (InvestmentU)

The Coffee Can Edge (Saber Capital)

The greatest danger investors face (Common Sense)

My favourite investing book (Howard Lindzon)

Germany wins, post pandemic (Ruchir Sharma)

The story behind China’s GDP rebound (Anantha Nageswaran)

Some stuff I am reading today morning:

New rules for eTailers (Rediff)

Two Wheeler firms step up production (Mint)

Indigo to cut 10% workforce (BS)

Why India consensus earnings estimates are off the mark (Mihir Vora)

How to revive the real estate sector (Niranjan Hiranandani)

On Mindspace Business Parks REIT (Forbes)

Stock Analysis: Century Textiles & Industries (Dr Vijay Malik)

On the Serum Institute of India (Politico)

Don’t fight the narrative (DR)

Is Silver on the brink of a major move? (Katusa)

Some stuff I am reading today morning:

Strong growth at HDFC Bank (BQ)

How India’s airlines are getting by without a bailout (Mint)

Residential unit sales at 10 year low (BS)

Jamie Dimon’s warning for the US economy (CNBC)

EU recovery fund plan hangs in balance (Reuters)

Granules India-A Value Migration Story (TankRich)

A Questionable Rollover at HDFC MF (MF Critic)

Cash-Critical and Unloved (Subramoney)

Bill Miller 2Q 2020 Letter (Miller Value)

On Speculative Booms (Jamie Catherwood)

Some stuff I am reading today morning:

Indian Banks are in for a Rs. 20 Trillion hole (Mint)

Why Aramco-RIL deal has hit a roadblock (Rediff)

Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)

Sale of houses at decadal lows (FE)

Related Party Transactions at IFB (Aurum Capital)

Hatsun in trouble (R S Sodhi)

Rupa: The inside story (Fortune)

China’s manic traders Vs Communist Party (Bloomberg)

Rebalancing is still everyone’s main risk management strategy (CS)

5 Stories (Morgan Housel)