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Weekend Mega Linkfest: 05 June, 2020

Some off beat reads for the weekend:

George Soros Vs Modi (You Tube)

Gossip: Fake Tak (Sameet Thakkar)

Hong Kong was never really British (RT)

Turkey is winning in Libya (Al Jazeera)

Police Vs Protestors in the US (T Greg Doucette)

Mahadeva as Nataraja (Srikanta Krsnamacharya)

Karakoram : A high altitude travel diary (You Tube)

History lessons from Galwan (Claude Arpi)

Climate change will make this century even worse (Indi Samarajiva)

One idea (J Mathrubootham)

Why my black parents were so strict (Atlantic)

The power of crowds (Guardian)

How Vivek Mahbubani became the funniest person in Hong Kong (SCMP)

JJ Murphy: Kerala’s rubber man (LHI)

Obituary: Basu Chatterjee (Mint)

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Links

Linkfest: 05 June, 2020

Some stuff I am reading today morning:

Amazon in talks to invest $2 Billion in Bharti Airtel (Reuters)

Mubadala to invest $ 1.2 Billion in Reliance Jio (Reuters)

Astra Zeneca to make 2 Billion doses of Corona Virus vaccine (CNBC)

Rahul Gandhi in conversation with Rajiv Bajaj (Periscope)

Realtor fazed by Piyush Goyal’s take (BS)

Interview with PVR’s Sanjeev Bijli (Forbes)

NSE lies the head that bears the bourse (ET)

Analysis: Heidelberg Cement India Ltd (Dr Vijay Malik)

How Facebook & Google create a Kill Zone (Klement)

The value of everything in an unstable environment (Aswath Damodaran)

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Links

Linkfest: 04 June, 2020

Some stuff I am reading today morning:

Global liquidity drives Nifty 50 (Mint)

Piyush Goyal’s blunt warning to real estate developers (Rajiv Mehta)

Interview with former CEO of Airtel, Sanjay Kapoor (Niraj Shah)

Reliance Rights issue subscribed 1.6 times (BS)

Forced moratorium is risky (RBI)

Gujarat HC stays eVoting for FT debt funds (FE)

Why we don’t learn from history (Common Sense)

Why is extrapolation so dangerous for investors (BI)

Investing in stocks is not a game of pass the parcel (Terry Smith)

Position Sizing strategy for long term investor (Old School Value)

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Links

Linkfest: 03 June, 2020

Some stuff I am reading today morning:

India’s GDP will contract by 10% (Subhash Chandra Garg)

Indian Rupee INR could go significantly higher (CNBC)

5 States are leading the Indian economy to recovery (Mint)

3 Mid East funds look to buy stake in Jio (Bloomberg)

India launches $6.7 Billion plan to boost electronics manufacturing (Reuters)

More pain ahead for banks (Forbes)

How to detect accounting frauds (Amey Kulkarni)

More stimulus is coming in the US (Daily Reckoning)

Inside the $2.5 Trillion debt binge (Forbes)

Debate: Savings or Earnings (Big Picture)

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Links

Linkfest: 02 June, 2020

Some stuff I am reading today morning:

Uday Kotak to sell upto 56 million Kotak Bank shares today (FE)

35% MSMEs are shutting down (ET)

Moodys cuts India’s rating (BS)

Bank lending targets are unfeasible (Rediff)

China’s digital currency could challenge Bitcoin and even the $ (Bloomberg)

Interview with David Rosenberg (Big Picture)

Jamie Dimon’s big admission (DR)

Why we were selling Berkshire Hathaway (Bill Ackman)

How one Bear is hedging the market meltup (ZH)

IAN: When angels wear Prada (Forbes)