Some stuff I am reading today morning:
India Bulls Housing Finance : Another PIL (BSE)
Reliance Jio launches wired broadband (Mint)
Sun Pharma confirms SEBI forensic audit underway (MC)
Bajaj Finance to sell shares worth $ 1 Billion (ET)
JSW Steel takes over Bhushan Power & Steel (FE)
Recovery of PSU stocks may be short lived (Mint)
India’s Craft Brew revolution (Forbes)
Chinese shoppers embrace facial payments (ATimes)
Short Investing Beliefs (Morgan Housel)
One simple trick (Seth Godin)
Some stuff I am reading today morning:
RBI’s move to ensure transmission of monetary policy (BS)
How a SEBI circular can lead to market selling (BL)
Why demand for power is surging in India (Mint)
Reliance Naval running out of time and cash (ET)
Cement demand may crash (FE)
Steel makers to have a poor Q2 (ET)
Stock Talk: Solara (MC)
PPF beats Mutual Funds over 5 years (Mint)
Structured Notes: Exploitation of Retail Investor (Larry Swedroe)
Some thoughts on Crypto (A VC)
Some stuff I am reading today morning:
9,300 Cr for IDBI Bank (Mint)
Will jewellery stocks lose sheen? (BS)
Interview with Deepak Parekh (MC)
Interview with Siddharth Khemka (ET)
How the Indian music industry makes money (Forbes)
Radio Industry in India is struggling (OB)
SocGen’s Newsflow indicator signals a crash (Zero Hedge)
Trade War drives ‘innocent’ Asian nations to recession (BBC)
Expected real returns are scarily low (Mr Zepczynski)
Gold in real terms (Barry)
Some stuff I am reading today morning:
Maruti Suzuki cuts output by 34% (FE)
Bad macro economic data keeps pouring in (Mint)
7 Changes in Income Tax Laws effective from 01 Sept (ET)
More than 2.6L people can lose jobs in mining sector (BS)
No takers for Jet Airways (BT)
Sahara wants SEBI to return ‘idle funds’ (BL)
Capital Allocation: Why it matters (Altais)
Valuation divergence between growth & value stocks (Platinum)
Landlords are eating every thing (Steven Buss)
Days are long, but decades are short (Sam Altman)
Some off beat reads for the long weekend:
A personal memoir as a PSU Banker (Manas Chakravarty)
Stand up and do what, PM Imran Khan? (Naila Inayat)
Pak’s Medina project is finished (Sanjay Dixit)
My experience on intermittent fasting (Amit Gadre)
A message from the Khan Market Gang (Salil Tripathi)
Knot a Mizo thing (Outlook)
Arun Jaitley: The Constant Counsellor (Open)
Rant: The lunatics have taken over the asylum (Bob Lefsetz)
Exploring the Chinese Car Scene (Team BHP)
Vancouver Housing Crisis with Chinese characteristics (ATimes)
The first Israel-Iran War (Times of Israel)
The Exhibition of 1851 (LHI)
Are smart people over rated? (Malcolm Gladwell)
Travelogue: Bahrain (Parnashree Devi)
Tribute: Kanchan Chaudhary (BI)