Category: Links

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Linkfest: 11 August, 2020

Some stuff I am reading today morning:

Global coronavirus cases hit 20 Million (Reuters)

If not for restructuring, Bank NPAs would be at a 20 year high (Rediff)

Equity MFs see first outflows since 2016 (HT)

AAI puts Go Air on Cash & Carry mode (CNBC)

SC questions Govt over recovery of AGR dues (Mint)

DGTR recommends duties on Stainless Steel Imports (MC)

HDFC Bank’s new chief will have to rebuild trust (Forbes)

Stock Talk: Healthcare Global Enterprises (Gurpreet Singh)

Interview with Joel Greenblatt (AM)

Why is everyone buying gold? (Ruchir Sharma)

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Links

Linkfest: 10 August, 2020

Some stuff I am reading today morning:

SC hearing on AGR dues today (Mint)

Atma Nirbhar Bharat in Defence (TOI)

Who gains from RBI’s diktat on current accounts? (Latha Venkatesh)

Stock Talk: RBL Bank (FE)

SEBI scrutinizes ABB Power’s offer price (Mint)

US Big Tech concerned over India’s data regulations (CNBC)

The one number that really matters (TEBI)

What drives the price of gold? (Irrelevant Investor)

On hindsight bias (Novel Investor)

Interview with Bill Gates (Wired)

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Links

Weekend Mega Linkfest: 07 August, 2020

Some off beat reads for the weekend:

Let Ayodhya Ram Mandir be a reminder (Amish Tripathi)

The failure of India’s secular politics (Yogendra Yadav)

A year in the life of Ayodhya (Kanchan Gupta)

Why Gandhi inagurated the Birla Temple in Delhi (MyInd)

J&K- Less War, More Peace (Lt Gen S A Hasnain)

There are no longer any secret Iran Ops (Jake Novak)

Naya Pakistan is Naya Mapistan (Naila Inayat)

America is a sick joke (Indi Samarajiva)

Mind your language (Kansaratva)

My failure to build a Billion $ Co (Sahil Lavingia)

The Cautionary Tale of Equity Research (Marc Rubinstein)

The Prostitution Policy of the British Raj (Sai Priya)

Gopinath Bordoloi: The man who saved Assam (LHI)

The Last of the Zoroastrians (Guardian)

Delicacies of North East India (LurioDT)

Categories
Links

Linkfest: 07 August, 2020

Some stuff I am reading today morning:

RBI diktat to banks on opening current accounts (Rediff)

Equity fund raising may soar to a record (Mint)

Tata Motors prepare to sell their passenger car business (Money Life)

Captives keep Embassy REIT humming (TOI)

What Indians have been spending their cash on during the pandemic (BS)

House rentals are falling (CNBC)

Retail investors are riding the rebound everywhere (MSN)

25 Quotes on Bitcoin & Gold (ETF)

The Sweet Spot (Mr. Money Mustache)

What do you own? (Seth Godin)

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Links

Linkfest: 06 August,2020

Some stuff I am reading today morning:

RBI Meeting today (Mint)

6 Apple Production Lines moving to India (Apple Insider)

HDFC to raise 14,000 Cr via QIP (Mint)

India has the worst disconnect between stock rally, gloomy economy (BS)

Are data centres the next golden goose for Indian Realty? (CNBC)

No relation between intelligence and investing performance (Klement)

Tough road ahead for Intel (Forbes)

What always changes (Morgan Housel)

The China myth exposed (DR)

Time for Thinking (Howard Marks)