Some stuff I am reading today morning :
Banks are split in offering moratorium to NBFCs ( ET )
Manesar stares at dead end ( BS )
Bulk Drugs : Pharma’s pain point ( OB )
On US QSR Chains ( Horseman Capital )
Japan Redux ( Hedge Fund Journal )
The flight to safety (Of $ and Data )
Why a SIP in small cap Mutual Funds is a waste of time ( Free Fincal )
Mutual Funds and Market Timing ( Subramoney )
On Promoters taking high salaries ( Dr Vijay Malik )
Pandemics Vs Post War recoveries ( Common Sense )
Some off beat reads for the weekend:
The Antartic is melting (Guardian)
New Economic Trends due to Corona ( Straits Times)
How China’s fake news machine is rewriting history (SCMP)
The rise and spread of a 5G Coronavirus Theory (Wired)
Coping with Corona the Jewish way (TOI)
Corona – Our debt to Darwin (Pervez Hoodbhoy)
Life in the time of Corona ( Mehr Tarar)
No Shor in the City ( Lata Gwalani)
This is Trump’s fault (Atlantic )
Boris Johnson’s shocking decline (New Yorker )
DD is now the most viewed channel (Print)
Auto Talk: One year with a Jeep Compass (Team BHP)
Beating around bush (J Mathrubootham)
Tracing the flight of Karnataka’s Double Headed Eagle (LHI)
The 1896 Bombay Plague (Outlook)
Some stuff I am reading today morning :
PM Modi says lockdown won’t go fully ( FE )
SC directs labs to conduct free Covid-19 tests ( Rediff )
Residential builders stare at a bleak 2020 ( BS )
India to buy Middle Eastern Oil for strategic reserves ( Yahoo )
Its a good time to stock up ( WSJ)
Bitcoin beats Corona Virus blues ( ET )
Why you need Gold ( Bob Haber )
A quick way to spot company frauds ( AM )
The art of the pitch in the time of a pandemic ( Forbes )
UAE Companies fire 10,000 Pakistanis ( Naya Daur )
Some stuff I am reading today morning :
Centre mulls longer lockdown ( FE )
States borrow at steep rate during lockdown ( BS )
Indian share market set for 50,000 Cr of foreign buying ( FE )
Why the restaurant industry in India may collapse ( Riyaaz Amlani )
Interview with Anand Radhakrishnan ( ET )
How promoters use loopholes to inflate their shareholding ( Dr Vijay Malik )
What happened to Small Cap Value? ( Common Sense )
The Bear Market that arrived in silence ( Morningstar )
Africa facing complete economic collapse ( ZH )
Calibrating ( Howard Marks )
Some stuff I am reading today morning :
The Bullish case for stocks ( Patti Dom )
Unemployment rate rises to 23% ( Mint )
Kuch action kiya kya ? ( Kiran D )
Using stop loss in investing ( Intelsense Capital )
Listed MNCs in India remain immune ( BS )
Trump on India’s ban of pharma exports ( Zee Bhaiyah )
Chaos in Bangladesh as textile exports collapse ( Daily Mail )
Startups turn to layoffs, salary cuts ( ET )
Beijing is back to normal ( Michael Pettis )
Alpha and the 0.400 Hitter ( CFA Institute )