Category: Links

Some stuff I am reading today morning:

Byte Dance in talks with Reliance for investment in TikTok (Reuters)

Migrant Workers: Between a rock and a hard place (Forbes)

China’s days as world factory are over (BS)

Pandemic may alter theatre-digital window (Mint)

How to protect investors from stock brokers (Debashis Basu)

Five most irrelevant facts about stock investing (Safal Niveshak)

Uber may shut down in California (NBC)

Expiring Vs Permanent Skills (Morgan Housel)

Online Lending: The Good, the Bad, the Ugly (Net Interest)

Selling your time (Seth Godin)

Some stuff I am reading today morning:

Gold, Silver, Bonds hit as liquidity trade unwinds (ZH)

Mutual Funds face a moment of truth (Mint)

Aurobindo Pharma bets big on biosimilar business (FE)

Interview with Kenneth Andrade (Morningstar)

Rakesh Jhunjhunwala’s on Titan Earnings Call (FE)

PPF Vs Gilt Mutual Funds (Free Fincal)

Why US $ will remain the world’s anchor currency (Sanjeev Sanyal)

Ant Financial: The world’s largest financial services firm (Net Interest)

Q2 2020 Letter to Investors (Tweedy Browne)

Dawg on the Wall (Prof Galloway)

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)

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)