Some stuff I am reading today morning :
1000 plus deaths due to Corona Virus ( CNBC)
Equity flows jump 75% in Jan ( BS )
RBI grants 5 year exemption for retail loans ( MC )
Gujarat Pharma Units face API shortage ( FE)
Fortis deal comes under SFIO scanner ( ET )
Interview with Bharat Shah ( You Tube )
The Malaysian Palm Oil crisis ( GSN Invest )
TikTok explains the bull market better ( Yahoo)
Nothing is inevitable ( Morgan Housel )
Some thoughts on day trading ( Humble Dollar)
Some stuff I am reading today morning :
Chinese workers return to work ( SCMP)
Mother of All Stimulus is coming ( Macro Tourist)
Modi Govt should think twice before selling precious heirlooms ( ET )
NTPC’s regulated business model pays off ( Mint )
Kedaara invests in Religare Health Insurance ( BL )
Bitcoin crosses $ 10,000 mark ( FE)
Believe it or not ( Humble Dollar )
Airpods, Azure and Auschwitz ( Scott Galloway )
Lessons from the legendary Bill Miller ( Macro Ops)
Why superstar investors are a dying breed ( Evidence Investor )
Some off beat reads for the weekend:
Cornavirus tests China (Time)
All you wanted to know about the Bodoland Accord (Guwahati Times)
How McKinsey destroyed the Middle Class (Atlantic)
How Carlos Ghosn escaped Japan (SCMP)
History: The Battle of Diu (IWTK)
The uneasy birth of India’s Constitution (Tripurdaman Singh)
I used ransomware to sabotage my boss (Bloomberg)
As Amma lay dying (Vaasanthi)
The Bhujia King (Mint)
Kashmir Day in Pakistan (Naila Inayat)
Agra: Beyond the Taj (LHI)
Video: The Empty Streets of Wuhan (ATimes)
Shikara: The struggle against forgetting (Rahul Pandita)
My life goes up and down like Stock Market (J Mathrubootham)
China Diary (Vaswati Dasgupta)
Some stuff I am reading today morning:
RBI realizes it’s bigger than it’s policy rate committee ( Mint )
Did foreign stock pickers read the Budget better ( ET )
SEBI issues guidelines for AIF benchmarking ( BS)
Emami sells cement business to Nirma Group ( Mint)
10 Bluechips with zero returns in a decade (Nooresh)
How Croma perfected its pitch (OB)
The Case against REITs (Alpha Architect)
Why have spinoffs underperformed in the last decade (AM)
Why value investors shouldn’t expect a massive comeback ( Institutional Investor )
Introducing Rolling Venture Funds (Angel List)
Some stuff I am reading today morning:
Is the true stats of Coranavirus deaths much higher? (Taiwan News)
India Inc in a cold sweat over Coronavirus (ET)
DMart launches mega QIP (MC)
Can IRCTC stock hold the steam? (BL)
Modi sets $5 Billion target for Defence Exports (Mint)
On the Vivad Se Vishwas scheme (BS)
Why 80C is important for a country like India (MF Guy)
A monster mean reversion-Energy Vs Tech (TRB)
Asimov’s laws of investing (Anand Sridharan)
Why is shorting stocks so difficult? (PragCap)