Category: Links

Some stuff I am reading today morning :

Yes Bank placed under Moratorium ( RBI )

Yes Bank : Bye, Bye Shareholders ( Subramoney )

PSU Banks share swap ratios announced ( BS )

EPFO cuts interest rate to 8.5% ( FE )

SBI Cards IPO heavily oversubscribed ( MC )

US Rates are headed towards zero ( Gundlach )

Why is the gap between large and small cos growing ? ( Larry Swedroe)

On perspective in the markets ( Albert Bridge )

Coronavirus decimates the airline industry ( NYTimes)

Gold is a Chameleon ( Daily Reckoning )

Some stuff I am reading today morning :

Telcos asked to pay AGR dues in full ( FE )

Govt detaches PSUs from AGR case ( ET )

SC lifts RBI Crypto Ban ( Mint)

Transcript of Prashant Jain’s Conference Call ( DropBox )

Interview with Neelesh Surana ( OB )

IPO Review : Anthony Waste ( BS )

Savings account has done better than ELSS Sips ( Vivek Mashrani )

Could Treasury Yields fall below 0 ? ( Barrons)

Its too late ( Blaire Belle Curve )

Wall Street rallies behind Biden ( NY Times)

Some stuff I am reading today morning :

Fed cuts rates by 50 bps (TRB )

SBI Cards bulls hit panic button ( ET )

Ramesh Damani advises caution ( CNBC )

Rupee closes above 73 ( BS )

Are life insurers equipped to sell health plans? ( Mint )

The coming corporate debt crisis ( BS )

Inside India’s retail credit boom ( Malini Goyal )

The rise of Indian Fintechs ( OB )

My thoughts about the Corona Virus ( Ray Dalio )

Howard Marks latest Memo to shareholders ( Oaktree Capital )

Some stuff I am reading today morning :

Stocks surge as Central Banks vow to act ( NY Times )

SBI Cards IPO is a valuation disaster ( Anurag Singh )

How SBI Cards stacks up against peers ( ET )

Yes Bank needs rescue from a steady ship ( Mint )

India Manufacturing activity remains strong ( BL )

Interview with S Naren ( ET )

Power Ministry against further disinvestment in NTPC, Powergrid ( BS )

Corona panic ( Morgan Housel )

The P/E multiple tells you nothing ( Marcellus)

7 traits to identify fraudulent companies ( Jim Chanos )

Some stuff I am reading today morning :

RBI readies rescue plan for Yes Bank ( Mint )

GST collections in Feb cross 1 L Crores ( BS )

Decoding the digital lending boom in India ( ET )

Market Decline led by panic narrative ( Holan )

Should I sell my stocks? ( Michael Batnick )

China’s economy in freefall ( CNBC )

Why is gold tanking ? (DR )

Coronavirus is causing the worst case scenario for Oil ( ZH )

Controlling the Pendulum of Emotions ( Ian Cassel)

Jim Rogers on the market meltdown ( Kitco )