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Weekend Mega Linkfest: 17 July, 2020

Some off beat reads for the weekend:

The Jaipur Jolt (Open)

India-China Relationship will be reset (Shivshankar Menon)

The most significant case that SC ever heard (Bar & Bench)

Turmoil in Akali Dal (DailyO)

Bild, Merkel & the Culture Wars (Guardian)

Price of ambition in Karachi (Dawn)

A strange Roman Ring story (Gareth Harney)

The importance of Sunny (ESPN)

Why I resigned from NYTimes (Bari Weiss)

Covid Conversations with one of America’s richest men (BB)

James Tod’s Rajasthan Chronicles (LHI)

The Chinese Emperor who built Beijing (SCMP)

The story of a Malawian Kung Fu Fighter (Al Jazeera)

Seeking solace in Hafez (Guernica)

Is Narendra Modi a Crypto Jew? (NWO Broadcast Corp)

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Linkfest: 17 July, 2020

Some stuff I am reading today morning:

Indian Banks are in for a Rs. 20 Trillion hole (Mint)

Why Aramco-RIL deal has hit a roadblock (Rediff)

Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)

Sale of houses at decadal lows (FE)

Related Party Transactions at IFB (Aurum Capital)

Hatsun in trouble (R S Sodhi)

Rupa: The inside story (Fortune)

China’s manic traders Vs Communist Party (Bloomberg)

Rebalancing is still everyone’s main risk management strategy (CS)

5 Stories (Morgan Housel)

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Linkfest: 16 July, 2020

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)

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Linkfest: 15 July,2020

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)

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Linkfest: 14 July, 2020

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)