Category: Links

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Links

Linkfest: 30 March, 2020

Some stuff I am reading today morning:

RBI’s Bazooka gets muted response from markets (BS)

FPIs pull out 1 Lakh Crores in March (FE)

Oil rich wealth funds selling stocks (CNBC)

How is my personal money invested? (Radhika Gupta)

Market Meltdown, the Virus and our Actionables (Value Pickr)

ITC- Is ‘Capital Misallocation’ a Narrative Fallacy or Reality? (Ahmed Madha)

How I managed my portfolio in the crisis (Bill Ackman)

Long Toilet Paper, short Equities (Behavioral Investment)

Managing Capital in a downturn (AM)

Its Over (Daily Reckoning)

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Links

Weekend Mega Linkfest : 27 March, 2020

Some off beat reads for the weekend :

Why flattening the curve is overrated ( Pensford )

How does the Corona Virus behave inside the patient ? ( New Yorker )

The curious age discrimination of Corona Virus ( Spectator )

China’s strategic assessment of India ( WarOnTheRocks )

On the removal of Xi Jinping ( Breitbart )

Conspiracy Theory on Covid-19 ( Al Skander )

Can we forgive China? ( Brahma Chellaney )

Why the world should not interfere in India’s internal affairs ( Kanwal Sibal )

What will Iran do ? ( TOI )

Pakistan : Corona Virus Vs ‘Faith’ ( Naila Inayat )

Can India replace China as a manufacturing powerhouse? ( SCMP )

How V K Pandian controls Odisha’s Babudom ( Outlook )

When memories are 90% good ( J Mathrubootham )

Lessons from the Bubonic Plague of 1896 ( LHI )

Wine is going out of style – in France ( Spectrum )

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Links

Linkfest: 27 March, 2020

Some stuff I am reading today morning:

GoI announces welfare package for the poor (Forbes)

On the Stock Market Crash (Chaitanya Dalmia)

Can’t have a business plan with zero cash flow (Rakesh Biyani)

CRISIL cuts India’s growth forecast to 3.5% (BS)

How BSE,NSE have kept the stock markets running (BL)

Listed firms allowed to delay AGMs by a month (FE)

The great Dollar Shortage (James Rickards)

A warning from the Great Depression (Daily Reckoning)

Seth Klarman sees bargains (Yahoo)

Virus leaves all landlords under the same leaky roof (Reuters)

Categories
Links

Linkfest: 26 March, 2020

Some stuff I am reading today morning:

India’a largest human quarantine in history (CNBC)

Govt likely to announce $ 20 Billion Stimulus Package (BS)

Credit & Fixed Income Markets need help (Prof Ananth Narayan)

NHAI to stop collecting toll across India (ET)

Everything you needed to know about Kotak Bank (Stocks & Biceps)

Oil may fall to $10 a barrel (Guardian)

Corporate Socialism (Nassim Taleb)

How the Pandemic will end (Atlantic)

Chinese Virus & Indian markets (Muthu)

3 Things I feel strongly about ( Validea)

Categories
Links

Linkfest: 25 March, 2020

Some stuff I am reading today morning:

India goes into 21 Day lockdown (IE)

Tax Deadlines now June 30 (NDTV)

No shutting of the stock markets (FE)

Mumbai real estate likely to crash (MC)

Equity-Never so bad, so quick.What’s next? (Nooresh)

The return of the 70s (Anantha Nageswaran)

Biggest surge in Dow since 1933 (CNBC)

Its hard to make money as a bear (Morningstar)

The essence of risk management (Irrelevant Investor)

The importance of focusing on anti-fragile businesses (AM)