Some stuff I am reading today morning:
MF Equity inflows at four year lows (BS)
Govt wants Place of Origin Tag by 01 August (Mint)
Interview with Raghuram Rajan (CNBC)
Stock Analysis: ADF Foods (Dr Vijay Malik)
Perfect Timing in Debt funds (MF Critic)
Inside China’s stock market frenzy (Bloomberg)
A tale of two markets (Seeking Alpha)
Tech Vs Everyone Else (Crossing Wall Street)
The danger of learning from your mistakes (Validea)
The Slack Social Network (Stratechery)
Some stuff I am reading today morning:
ADIA may invest $ 1 Billion in Jio Fibre (ET)
Retail investors may get to invest in REITs (Mint)
City gas distribution companies under pressure (BS)
The Life & Death of ‘Biscuit King’ Rajan Pillai (Kochi Post)
Investing in Holding Cos (2Point2Capital)
Kerala’s remittance rush may be over for good (ET)
Explaining the 2020 Stock Market (Common Sense)
5 Reasons why Dividend Investing beats Capital Gains Investing (Seeking Alpha)
The best way to invest (Julian Robertson)
Do fundamentals still matter? (Cliff Asness)
Some stuff I am reading today morning:
Delivery based volumes at lowest levels (BS)
Time to short? (Nooresh Merani)
Amazon, Google face tough times in India’s eCommerce draft policy (ET)
Shriram Transport fixes rights issue price at 570 Rs/share (Mint)
Notes from 2020 Annual Report of Ajanta Pharma (Kumar Saurabh)
Craft is Culture (Alex Danco)
China told citizens to buy stocks (CNBC)
A fresh look at Buffett’s business model (FA)
The most expensive stock on Earth (TRB)
The US elections is a toss-up (DR)
Some stuff I am reading today morning:
India may hike customs duties (FE)
Covid cases at factories leaves India Inc in a bind (Mint)
Jewellers start melting new ornaments to pare inventory (BS)
Notes from 2020 Annual Report of Syngene Internatioanl (Kumar Saurabh)
The story of Parle-G (Atlantic)
The Gold Breakout (TRB)
The playing field (Graham Duncan)
Public frenzy and Private Caution (Semil Shah)
Peter Bernstein’s checklist for growth companies (Novel Investor)
What is a dividend trap? (Dividend Guy)
Some off beat reads for the weekend:
Lovely & Dark in fairness obsessed India (Mint)
China throws down a challenge to India (Brahma Chellaney)
How RSS predicted China’s true colours (Makarand Paranjpe)
India has two coronavirus vaccines for human trials (India Today)
Israel: Annexation & Apartheid (Atlantic)
Eton & the making of a modern elite (1843)
How Discount Store became magnets for crime (Pro Publica)
Fake Pilots in Naya Pakistan (Naila Inayat)
Whats wrong with WhatsApp (Guardian)
Padma Lakshmi,Top Chef (Vulture)
How Kangana Ranaut is getting victimised by the industry (Navi)
The sordid history of Mount Rushmore (Smithsonian)
On the bombing of Air India ‘Kanishka’ (Harpreet)
On the massacre of Sindhi Hindus in Xinjiang (Porbotia Lora)
The lost crown of Satara (LHI)