Some stuff I am reading today morning:
S&P could lower sovereign rating (FE)
What awaits cash starved Yes Bank? (ET)
Nippon Express takes stake in Future Supply (BS)
Inox Leisure stocks looking at the bigger picture (Mint)
No Fed rate hikes in 2020 (CNBC)
Swiggy’s cloud kitchen’s bet pays off (Forbes)
Lessons from T Rowe Price (Rational Walk)
The weakness of various value metrics (Validea)
The Butter Thesis (Nick Grossman)
Ben Graham’s overarching investing lesson (Michael Mauboussin)
Some stuff I am reading today morning:
No turnaround at SBI (FE)
Stakes get higher at OYO (Mint)
6 Questions for Motilal Oswal (Morningstar)
BSE Mutual Fund Platform getting dominant (BL)
How Amazon has thrived in the Indian markets (Forbes)
Markets- Maddening yet marvellous (Anand Sridharan)
How K Ganesh & Meena Ganesh invest their money (OB)
Commodity Performance in the last decade (RCM Alternatives)
Why is Warren Buffett sitting on $ 128 Billion in Cash? (Value Walk)
Only the hits (Seth Godin)
Some stuff I am reading today morning:
All eyes on Yes Bank Board Meeting today (ET)
Investors lay seige to SEBI office (BL)
GST collection falls short by 40% (BS)
Equity Fund inflows plummet by 85% (MC)
Interview with Udayan Mukherjee (CNBC)
PSU Stocks- To buy or not to buy (Bala)
On Muthoot Capital (Jeevan Jyoti Rath)
Will global markets crash in 2020? (Anantha Nageswaran)
Confessions of a FOMO investor (Chaitanya Dalmia)
Behind Netflix India’s audacious plans (Forbes)
Some stuff I am reading today morning:
Bharti seeks 4,900 Cr FDI nod (BS)
Why India’s Diesel Demand is contracting (Reuters)
IT raids on stock brokers reveals 5,500 Cr scam (BL)
Stock Talk: M&M Financials (ET)
Retiree mistakes that I see (Subramoney)
China’s 500 Million Gamers (Asia Nikkei)
On Quantamental Investing (Two Centuries)
Things Indian Fund Managers say and what they mean (Naked Beta)
Things Foreign Fund managers say and what they mean (Behavioral Investment)
How to make a fortune drinking, gambling & napping (Bloomberg)
Some off beat reads for the weekend:
Blood and Soil in Modi’s India (New Yorker)
Stoking recession fears (Bibek Debroy)
The Pawar-Fadnavis Rivalry (India Today)
Whatever it takes, even war with India (Ashraf Jehangir Qazi)
Inside China’s surveillance state (Time)
Muslim sons of a Brahmin Peshwa (Manu Pillai)
The false promise of morning routines (Atlantic)
The intoxicating history of gins (New Yorker)
Profile: Hyderabad Top Cop V S Sajjanar (Swarajya)
Found: India’s Moon Lander Crash Site (Smithsonian)
Mt: Everest: Chaos at the Top of the World (GQ)
Michael Gorbachev’s Pizza Hut Thanksgiving Miracle (Foreign Policy)
Everything Normal (J Mathrubootham)
The fish traders of Madras (Madras Courier)
Murshidabad: Death of a Capital (LHI)