Some stuff I am reading today morning:
GST mop up crosses 1 Trillion ( BS )
2020 is the year of reckoning for PSU Banks (ET)
Peninsula Land defaults ( Outlook )
Micro Finance Lenders in Assam in trouble ( ET )
Jio may diversify into Mutual Funds (Mint)
Interview with Sunil Singhania (ET)
Decades of Commitment ( Subramoney)
Don’t let headlines ruin your retirement ( Anand Sridharan )
What will happen in the 2020s (A VC)
Lessons from the past 25 years (Christine Benz)
Wishing all readers a very happy, prosperous and rocking 2020.
Some stuff I am reading today morning :
FM Sitharaman unveils 102 Lakh Crore infrastructure plan ( ET )
Full Report of the task force on National Infrastructure Pipeline ( PIB )
Who are the true owners of Tourism Finance Corporation of India? ( Vaibhav Badjatya)
How Bajaj Finance makes money from interest free EMI loans ( Deepak Shenoy )
MDR waiver to make payment companies unviable ( BS )
How Carlos Ghosh escaped Japan without passport ( Mint )
Presentation on Investing for MBA Students ( Abhishek Basumallick )
Presentation on Investing in Cyclicals ( Jiten Parmar )
India Fixed Income Outlook 2020 ( CFA Society )
What happened in the 2010s ( A VC )
Some stuff I am reading today morning:
Indigo, Etihad show interest in Air India (ET)
Farmers across India move online (BS)
PFC, NTPC stake sales hit borrowing clause hurdle (Mint)
Gold may hit Rs. 45,000 in 2020 (Rediff)
Interesting small caps/micro caps (Nooresh)
The next decade is the decade of batteries (CNBC)
Say goodbye to banking as we know it (Bloomberg)
Beware the performance numbers of PE funds (Evidence Investor)
Revisiting the Big Market Delusion (Aswath Damodaran)
2 Investment Tricks for 2020 (TRB)
Some stuff I am reading today morning:
Economy: Stage is being set for robust growth (Vikas Agarwal)
How India’s economy lost its sheen this year (BS)
BSE’s small brokers finding it tough to survive (FE)
2020s multibaggers will come from these sectors (ET)
Scrappage policy in last lap (Mint)
Variant Perception (Kiran Dhanwada)
Stock Talk: IOL Chemicals (Amey Kulkarni)
Can Food Delivery cos deliver profits? (Platinum)
Bernard Arnault: The $100 Billion Man (Forbes)
10 Predictions for the 2020s (Alex Danco)
Some off beat reads for the weekend:
The fallacy of liberal angst (Swapan Dasgupta)
Why Modi will win the battle on CAA (Makarand Paranjape)
Being Amit Shah (Open)
Inside Mexio’s bloody cartel war for avocados (LA Times)
Why WeWork went wrong (Guardian)
20,000 feet under the sea (Atlantic)
The Genocide that US can’t remember but Bangladesh can’t forget (Smithsonian)
Japan’s secret war and the Atomic Bomb (ATimes)
Faiz- Islamist or Marxist? (Vikas Saraswat)
Hand Dryers Vs Paper Towels (Samanth Subramaniam)
Case of Missing Marriage Certificate (J Mathrubootham)
Sleeping with danger (Hindu)
The ‘Other Gandhi’ (LHI)
What’s its like to live in an over-touristed city? (BBC Travel)
Amsterdam Diary (Ashok Mehta)