Some stuff I am reading today morning:
Bajaj Finance’s flexi-loans move draws criticism (Mint)
Delisting of INEOS Styrosolution fails (Nigel DSouza)
Broking firms see rise in income (BS)
India restricts on public procurement from China (Rediff)
Retail giants want to partner with Kiranas (FE)
There goes the $ (TRB)
Pang of uncertainty spurs profit taking (Marc Chandler)
What Amazon is doing in financial services (Climateer)
The poison at Pharma Cos (Forbes)
Inventing Narratives (Seth Godin)
Some stuff I am reading today morning:
China not de-escalating on the LAC (BS)
Gold prices cross Rs.50,000 (Reuters)
Loan moratorium may be extended for some sectors (Mint)
Govt’s 10,000 Cr Pharma Package (CNBC)
SEBI Chief moots real time settlement in the markets (BL)
Stocks are for the wealthy (Bala)
The How & Why of getting a gold loan in India (Forbes)
Real Estate in India will cost 50% less, minus bribes (Monika Halan)
Real estate boom in the US (TRB)
How Jeffrey Immelt drained the light out of General Electric (NYPost)
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)