Category: Links

Some stuff I am reading today morning:

IMF may significantly downgrade India in Jan ( Gita Gopinath)

Only the fittest lenders will survive ( Uday Kotak)

JSPL hopes to become debt free in 4 years ( Naveen Jindal)

Sector Focus : Micro Finance ( SIDBI)

SBI ETF Nifty 50 Vs UTI Nifty Index Fund ( FreeFincal)

Buffett on Diversification in his 1966 Letter ( Deepak Venkatesh)

Letter to a young investor (Contrarian Edge)

We are short NMC Health Plc ( Muddy Waters)

How Mike Bloomberg made his Billions ( Vox )

The Global Economy’s luck may have run out ( Mohamed El Erian)

Some stuff I am reading today morning :

SEBI’s new norms are hurting investors ( BL)

AM,Nippon complete Essar steel acquisition (ET)

Center releases over 35,000 Cr in GST dues to states (BS)

MSCI Review can be a big trigger for Indian Equities (Yatin Mota)

Stock Analysis: VST Industries (Dinesh Sairam)

Stock Talk: Sinclairs Hotels (MC)

IPOs hit four year low (Forbes)

A beginning of a new bull market in stocks (All Star Charts)

A strange massive divergence ( Verdad Cap )

On Gateways (A VC)

Some stuff I am reading today morning :

Indian economy headed for ICU ( Arvind Subramaniam )

Will Reliance Life Sciences do a Jio in the diagnostics space? ( Mint )

Discom dues now 81,000 Cr ( ET)

Centre likely to pare stake in BEML ( BS )

Pune Builders are still in denial mode ( Ravi Karandeekar )

Financial Shenanigans at L&T Finance Holdings Ltd ( Niteen S Dharmawat)

Interview with Sanjay Dutt ( ET )

Indian stocks that lost over 80% in the last 2 years ( Zafar Shaikh)

Mind boggling innovation by Chinese Insurance Giant Ping An ( Forbes)

The end of Mutual Funds? ( Barry )

Some stuff I am reading today morning:

India entering ‘stagflationary phase’ (ET)

Ujjivan Small Finance Bank makes bumper debut (Mint)

Infosys faces class action lawsuit in the US (BS)

On the Indian Asset Management Industry (Old School Finance)

Interview with Ayush Mittal (Aditya Kondawar)

Dubai’s housing market headed for disaster (CNBC)

The Wall Street Bankers who burst Aramco’s bubble (BQ)

Improving the performance of Deep Value Strategies (Larry Swedroe)

Open Letter to HP Inc. Shareholders (Carl Icahn)

It’s madness to set return targets (Seth Klarman)