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 )
Some off beat reads for the weekend :
Hate Wave in Delhi ( Rahul Pandita )
Delhi Police has only itself to blame ( Neeraj Kumar )
Lawless Anti Nationals ( Media Crooks )
Coming up Trumps ( Aroon Purie)
From America with Love ( Brahma Chellaney)
Under lockdown in Italy ( New Yorker )
Coronavirus could break Iran ( Atlantic )
Russia and Turkey drift towards War ( Jamestown )
The great Buenos Aires bank heist ( GQ )
How Bahawalpur helped a broke Pakistan ( Print)
The Bernie Sanders Litmus Test ( TOI )
Bhagat Singh’s greatest ‘fear’ ( LHI )
Travelogue : 20 days holiday in Japan ( Team BHP )
The Heera Mandi of Lahore ( Dawn )
Mathrubootham goes for a massage ( J Mathrubootham)
Some stuff I am reading today morning :
Stocks continue to crash ( Yahoo )
A Viral Market Meltdown ( Aswath Damodaran )
Voda Idea wants to hike prices by 7x ( BS )
Sumant Kathpalia is now CEO of IndusInd Bank ( ET )
The maze of Lodha’s upcoming bond payments ( Forbes )
You’re doing it wrong ( Macro Tourist )
The 2 Big advantages for the Individual Investor ( AM )
3 Indicators of a successful early retirement ( RetireBy40 )
TheVenture Capital Math problem revisited ( A VC )
How Stewart Horeji became a Billionaire ( Ridgewood)