Category: Links

Some stuff I am reading today morning:

Sensex crosses 35,000 as Govt moves to contain fiscal deficit (Mint)

Centre mulls 100% FDI in private banks (BS)

SEBI to limit retail participation in F&O market (MC)

GST rates of 70 more items likely to be cut (Rediff)

How Mohan Bros planning to take back Old Monk to its iconic status (ET)

Interview with S Naren (Morningstar)

RITES files IPO papers with SEBI (BL)

Ruia family may have found a way to bid for Essar Steel (Quint)

Silly SEBI statutes (Amit)

On Portfolio Sizing (Abhishek Basumallick )

Some stuff I am reading today morning:

Smallcaps/Midcaps collapse post Uday Kotak’s warning (BL)

Patanjali plans to overtake HUL by next year (ET)

Federal Bank-Near term weakness an opportunity? (MC)

Interview with Charandeep Singh, Girik Capital (Morningstar)

Why Danone shut its Dairy arm in India (Quint)

Why foreign banks are going slow in India (Rediff)

Buy after 20x in a year (Amit)

Stock Talk: Scooters India (Gaurav)

The elements of entrepreneurship (Seth Godin)

The bubble that could break the world (DR)

Some stuff I am reading today morning:

Size (TRB)

Here’s how Govt will sell Air India (ET)

Gold loans-Are they slipping into grey territory? (MC)

A $ 300 Billion reason why India’s drug price cap will stay (Mint)

If LTCG tax on Equities were to return… (Quint)

Meet Sandeep Sekhri, Hong Kong Millionaire (Asia Week)

The life cycle of an investment idea (Common Sense)

Some bizarre things Bill Gross has said (Market Watch)

How 3 guys wiped out $3 Billion off  South Africa stocks in 4 days (Bloomberg)

The first decade of alternative lending (Climateer)

Some stuff I am reading today morning:

Learnings from 2017 and this bull market rally (Safir Anand)

How Premji Invest evolved into a top Investment Co (ET)

Interview with Zerodha co-founder,Nikhil Kamath (MC)

Analysis: Bharat Rasayan Ltd (Dr. Vijay Malik)

Tax free 20L Gratuity may become a reality (BS)

The thrill of uncertainty (Morgan Housel)

Here’s how a bond market starts (Credit Writedown)

Why this policy holder lost his insurance claim case (Rediff)

Tragic retirement cases (Subramoney)

Getting paid what you deserve (Seth Godin)