Some stuff I am reading today morning:
Reliance working to close Aramco deal (ET)
Blackstone launches block deal in Embassy REIT (BS)
ANSR leases 3L square feet from Embassy REIT (ET)
India slaps anti-dumping duty on steel imports (Mint)
The curious case of Glenmark Pharma (Nooresh )
Interview with Aswath Damodaran (CNBC)
The buy and hold myth (Ankit Kanodia)
Never the same (Morgan Housel)
Stablecoin adoption (A VC)
How one strategy delivered during the Covid crisis (Institutional Investor)
Some stuff I am reading today morning:
Duty hike coming on all Chinese imports (BT)
CAIT seeks ‘Country of Origin’ for eCommerce (News18)
PPF rate may fall below 7% to a 46 year low (ET)
Trump suspends H1B visa for rest of 2020 (Mint)
NCR developers sell 1500 units during lockdown (FE)
Can realtors really slash property prices? (Forbes)
Front running in CNBC Awaaz stock tips (Aashish Tater)
Notes from 2020 Annual report of Neuland Labs (Kumar Saurabh)
Lessons from mountaineering for investing (Jawad Mian)
On Shorting (Climateer Investing)
Some stuff I am reading today morning:
Will launch of Favipiravir mark turnaround of Glenmark? (ET)
REITs hit as IT cuts spend on real estate (Mint)
Is the stock market going to crash? (Amey Kulkarni)
My notes from various annual reports of 2020 (Kumar Saurabh)
Market Cap Madness (Irrelevant Investor)
Why Indians must boycott Chinese products (Rediff)
Why boycotting Chinese items is not feasible (FE)
How Robinhood generates revenue (Howard Lindzon)
The anatomy of a rally (Howard Marks)
Deserving It (Ian Cassel)
Some off beat reads for the weekend:
Understanding the military buildup at the India-China border (IISS)
Using satellite imagery on the India-China border (Nathan Ruser)
India’s delusions on China should end (WaPo)
Sino-India relations hits a new low (SCMP)
The ‘Five Fingers’ of the Tibetan Palm (Suhasini Haider)
A look at Nepal’s map machinations (DailyO)
Covid has exposed Kejriwal (Ruhi Tiwari)
Tamil Nadu Doctors have found an effective way to cure Covid (Lede)
The White Man in that photo (Films For Action)
Stop calling Daren Sammy ‘Kalu’ (ESPN)
Interview with Naval Ravikant (You Tube)
Marxist Lies in our textbooks – Dr. Vikram Sampath (You Tube)
Why I was suspended as an Air Asia Pilot (Capt Gaurav Taneja)
How Salman Khan’s family destroyed my career (Abhinav Singh Kashyap)
History: Malik Ambar- The Deccan’s African Defender (LHI)
Some stuff I am reading today morning:
Govt to spend 50,000 Cr in 125 days in rural India (FE)
Saudi Wealth Fund invests in Jio (BS)
SIP inflows hit (ET)
Voda-Idea to SC: Can’t give bank guarantees (Mint)
One out of Five Investors sold all their stocks (Irrelevant Investor)
14 Filters for purchasing a great investment (Terry Smith)
Podcast: How climate change can affect real estate prices (FS)
Presentation: Ranking of Business Models (Ashish Kila)
How one Indian industry beat China at manufacturing (CNBC TV18)
Ray Dalio warns of a ‘lost decade’ for stocks (ZH)