Some stuff I am reading today morning:
No extension of the Financial Year (IT)
Interview with Rajiv Bajaj (BS)
Lockdown hits power demand (Mint)
Virus devastates the Poultry industry (OB)
Contagion in India’s banking sector (Forbes)
Watch what the Chinese do (Bronte Capital)
The US 2020 deficit will explode to 18% (Morgan Stanley)
Alpha is truly ‘fleeting’ (Barry Ritholtz)
Revolutionary Electric Car battery from BYD (ATimes)
Berkshire Hathway & the Coronavirus crash (Rational Walk)
Some stuff I am reading today morning:
RBI’s Bazooka gets muted response from markets (BS)
FPIs pull out 1 Lakh Crores in March (FE)
Oil rich wealth funds selling stocks (CNBC)
How is my personal money invested? (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (Value Pickr)
ITC- Is ‘Capital Misallocation’ a Narrative Fallacy or Reality? (Ahmed Madha)
How I managed my portfolio in the crisis (Bill Ackman)
Long Toilet Paper, short Equities (Behavioral Investment)
Managing Capital in a downturn (AM)
Its Over (Daily Reckoning)
Some off beat reads for the weekend :
Why flattening the curve is overrated ( Pensford )
How does the Corona Virus behave inside the patient ? ( New Yorker )
The curious age discrimination of Corona Virus ( Spectator )
China’s strategic assessment of India ( WarOnTheRocks )
On the removal of Xi Jinping ( Breitbart )
Conspiracy Theory on Covid-19 ( Al Skander )
Can we forgive China? ( Brahma Chellaney )
Why the world should not interfere in India’s internal affairs ( Kanwal Sibal )
What will Iran do ? ( TOI )
Pakistan : Corona Virus Vs ‘Faith’ ( Naila Inayat )
Can India replace China as a manufacturing powerhouse? ( SCMP )
How V K Pandian controls Odisha’s Babudom ( Outlook )
When memories are 90% good ( J Mathrubootham )
Lessons from the Bubonic Plague of 1896 ( LHI )
Wine is going out of style – in France ( Spectrum )
Some stuff I am reading today morning:
GoI announces welfare package for the poor (Forbes)
On the Stock Market Crash (Chaitanya Dalmia)
Can’t have a business plan with zero cash flow (Rakesh Biyani)
CRISIL cuts India’s growth forecast to 3.5% (BS)
How BSE,NSE have kept the stock markets running (BL)
Listed firms allowed to delay AGMs by a month (FE)
The great Dollar Shortage (James Rickards)
A warning from the Great Depression (Daily Reckoning)
Seth Klarman sees bargains (Yahoo)
Virus leaves all landlords under the same leaky roof (Reuters)
Some stuff I am reading today morning:
India’a largest human quarantine in history (CNBC)
Govt likely to announce $ 20 Billion Stimulus Package (BS)
Credit & Fixed Income Markets need help (Prof Ananth Narayan)
NHAI to stop collecting toll across India (ET)
Everything you needed to know about Kotak Bank (Stocks & Biceps)
Oil may fall to $10 a barrel (Guardian)
Corporate Socialism (Nassim Taleb)
How the Pandemic will end (Atlantic)
Chinese Virus & Indian markets (Muthu)
3 Things I feel strongly about ( Validea)