Category: Links

Some stuff I am reading today morning :

India’s real estate prices finally get reality check ( Mint )

SIP closures loom ( BS )

A huge negative for Indian pharma ( Navarro )

Software on the cusp of a precipitous fall ( Stray Reflections )

Stock Talk : Tata Consumer Products ( RJ )

How Companies manipulate Cash Flow from Operating Activities – CFO ( Dr Vijay Malik )

Top 100 fastest growing and declining categories in eCommerce ( Stackline )

Open Letter by VCs to Indian Startups ( Notion )

Short Selling in the time of Corona Virus ( Carson Block )

Interview with Jim Grant ( The Market )

Some stuff I am reading today morning :

PM Modi plans staggered exit from the lockdown ( FE )

Corona has pushed Bharat to the brink ( Mint )

Inside India’s race to make lakhs of ventilators ( Forbes )

Oil prices spike by 25% ( CNN )

What were your lessons during the 2008 Crash ? ( Nigel DSouza )

Thoughts on the markets ( Basant Maheshwari )

How the US should tackle Covid-19 ( Bill Gates )

Luckin Coffee turns out to be a gigantic fraud ( IBD )

When Dollar Cost Averaging matters the most ( Common Sense )

The Shock Cycle ( Morgan Housel )

Some stuff I am reading today morning :

Customers worry over moratorium ( Mint )

Why the global recession could last a long time ( NY Times )

Startups brace for layoffs ( BS )

Boost, Horlicks are now HUL brands ( BL )

Interview with Samit Vartak ( BQ )

Steve Cohen doubts this is the bottom ( ZH )

The real sting of this market crash ( MF Critic )

The financial world is a dangerous place ( T N Ninan )

Why stock markets did not decline during Spanish Flu ( Prof Robert Shiller )

Gold Prices – Calm before the storm? ( UK Investing )