Category: Links

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Links

Linkfest: 29 April, 2020

Some stuff I am reading today morning:

Small MFIs turn vulnerable to default (ET)

How Covid-19 could benefit the dairy industry (FE)

FMCG cos tighten supplies to Future Retail (Mint)

How Promoters benefit themselves using Third Party Transactions (Dr Vijay Malik)

Timing, Luck & Surviving (A VC)

Talk is Cheap ( Nick Maggiulli)

Trend Following is Everywhere (Alpha Architect)

Ramesh Damani interviews Madhav Bhatkuly (You Tube)

Who will pay for it all? (Daily Reckoning)

Interview with Carl Icahn (You Tube)

Categories
Links

Linkfest: 28 April, 2020

Some stuff I am reading today morning:

Reliance Industries to consider rights issue (BS)

Interview with RBI Governor Das (Cogencis)

Time is running out for Mumbai Real Estate ( Vishal Bhargava)

The staggering rise and incredible fall of B R Shetty (ET)

FinTech boom falters (Mint)

Analysts betting big on chemical cos (BL)

Stock Talk: DMart (Jana)

An explainer – How the Indian Banking system works (Prof Ananth Narayan)

Ignore, Avoid, Reject (Anand Sridharan)

Central Banks may scrap inflation targeting (CNBC)

Categories
Links

Linkfest: 27 April, 2020

Some stuff I am reading today morning:

Akshay Tritiya loses its glitter (BL)

KKR advised BOI Axa Credit Fund blows up (Mint)

The agony of being a Franklin Templeton Investor (MF Critic)

Troubles mount for Indian markets (Mint)

Huge provisions at NBFCs likely (ET)

Massive Fraud at Cox & Kings (IE)

Are Open Ended Bond Funds suitable for credit risk in India? (Dhawal Dalal)

How companies inflate their profits (Dr. Vijay Malik)

On India’s Pharma Industry (Ketan ACMA)

China owes us (CNBC)

Categories
Links

Weekend Mega Linkfest: 24 April, 2020

Some off beat reads for the weekend:

An explosive look at so-called Civil Society Activists (Sumona Chakraborty)

On the Palghar Lynching (Makarand Paranjape)

What history tells us about epidemics (Granta)

Is an alcohol ban necessary during the lockdown? (Mint)

The Original Big Short of 1865 (Boston Globe)

Will Trump go to war with Iran? (RT)

Trump’s plan to save his Presidency (Atlantic)

Pakistan on a knife edge (Dawn)

Inside the world of Indonesia’s Islamic soap operas (SCMP)

My mother & Sathya Sai Baba (Al Jazeera)

The day I left Bergen Belsen (TOI)

On the Great Barrier Reef of Australia (Afar)

Where did bats come from? (Smithsonian)

How does one make an authentic Neapolitan Pizza? (BBC)

Dream Sequence Only (J Mathrubootham)

Categories
Links

Linkfest: 24 April, 2020

Some stuff I am reading today morning:

Franklin Templeton winds up 6 debt schemes (ET)

RBI’s TLTRO 2.0 flops (BS)

Chinese investors flummoxed by India’s new investment rules (Reuters)

Govt freezes DA,DR hikes for employees & pensioners (Mint)

Havard Professor reaps 17,000% return (BS)

Alembic Pharma :Highest revenues, profits (BL)

Time to be cautious on Pharma & FMCG (Nooresh Merani)

An All-Weather Portfolio (Free Fincal)

Diamonds need some new best friends (Bloomberg)

Video: The Art of Survival (Ian Cassel)