Some stuff I am reading today morning:
Chairman’s speech at Reliance 43rd AGM (BSE)
Why we invested in Jio (Google)
Reliance AGM was the world’s largest virtual AGM (Rediff)
BSE IT index climbs to record high (FE)
Yes Bank FPO in difficulty (BS)
NTPC gets foothold in Africa (Mint)
Nifty below 10700-A pause or a crack? (Nooresh)
Tech cos curb real estate expenses (CNBC)
What risk isn’t (Nick Maggiulli)
Gold’s new all time high will have to wait (Market Watch)
Some stuff I am reading today morning:
Yes Bank garners 4500 Cr from anchor investors (FE)
MFs pare weighting in healthcare and pharmaceutical stocks (BS)
Flurry of senior level exits at HDFC Bank point to revamp (Mint)
Trump ends Hong Kong’s preferential status (Reuters)
India could see a current account surplus again (CNBC)
Left Tail Risk & Left Tail Momentum (Alpha Architect)
Was that the top? (Irrelevant Investor)
Stocks turned upside down (CFA Institute)
Heads I Win (Albert Bridge Capital)
Wealth Inequality & Lottery tickets (Common Sense)
Some stuff I am reading today morning:
Whats in store at RIL 43rd AGM? (BS)
GVK default may singe group firms (Rediff)
India Inc on China+1 (Balaji Vaidyanath)
Biocon Biologics to ramp up production of Itolizumab (Mint)
Avenue Supermarts rating ‘Sell’ (FE)
Stock Talk: Mayur Uniquoters (Value Pick)
Govt likely to rebalance CPSE ETF basket (CNBC)
Beware when stock analysts scream ‘Buy’ (Market Watch)
5 Thoughts about a world with no yield (Common Sense)
Haggling (A VC)
Some stuff I am reading today morning:
Qualcomm to invest in Jio Platforms (Mint)
What analysts are expecting in Reliance Industries AGM (CNBC TV18)
Stock market rally takes valuations to pre Covid levels (BL)
Covid-19 to hurt life insurance industry (FE)
HDFC Bank to probe lending practices at vehicle unit (Bloomberg)
Investors fume after Mutual Funds underperform FDs/PPF (RJ)
Notes from 2020 Annual Report of TCI Express (Kumar Saurabh)
PSU Stocks: Pride Or Prejudice ? (Gurpreet Singh)
The secretive Wall Street investor with Billion $ Medicine Cabinet (Forbes)
Bill Nygren 2Q2020 Market Commentary (Oakmark)
Some off beat reads for the weekend:
India & Pakistan & China (Strategy Page)
Why did the wealthy Ibrahim brothers become suicide bombers? (NYTimes)
Why do Muslim states stay silent over China’s Uighur concentration camps? (Guardian)
Pakistanis are saying ‘Mandir Nahin Banayenge’ (Naila Inayat)
Times Internet: A disaster story (Medium)
Upcoming Expressways in India (Team BHP)
Why Pakistan’s Shan masalas have a cult following in India (Mint)
Jyoti Basu: The mass murderer India forgot (Op India)
Vikas Dubey: A Ganglord Saga (Open)
Profile: Hayavadan Rao (Sheshapatangi)
Nikola Tesla & Swami Vivekananda (Tesla Society)
The Rama Story and Sanskrit in ancient Xinjiang (Medium)
The Nawab of Arcot & his debts (W&S)
Ustad Mansur: A Wonder of his age (LHI)
The story of Goa’s Vanarmare tribe (Rosemary Marandi)