Category: Links

Some stuff I am reading today morning :

Bulls quarantined by coronavirus ( BS )

Investors can now transact in Mutual Funds directly on Stock Exchanges ( ET )

OFS in Rites Ltd ( Equity Bulls)

Amazon all set to enter India’s Food Delivery market ( Tech Crunch )

Damanis up stake in India Cements to 12% ( FE )

Are valuations in large caps justified? ( OB )

All eyes to the Fed ( Macro Tourist )

Moody : Global recession likely ( Money Life)

“1984” has come to China ( DR )

The “dark arts” campaign of Rajeev Misra, CEO of Softbank ( BI )

Some stuff I am reading today morning:

Markets fall on Coronavirus fears ( CNBC )

Is the Stock Market going to crash ? ( Irrelevant Investor)

India, US moving towards Free Trade Agreement ( BL )

Sebi probe finds undisclosed RPT at Indigo ( BS)

Binny Bansal bets big on gold loan startup ( ET )

Why Indians need to invest outside India ( Mohit Satyanand)

Startup : Epigamia ( OB )

Fund Managers are no comparison to sports stars ( Evidence Investor )

The perils of too much information ( Macro Ops)

Creating a market in collectibles ( A VC )

Some stuff I am reading today morning :

US Treasuries hit record lows ( CNBC )

2008, once more? ( Jamal Mecklai)

Virus hits shipping ( Bangkok Post)

Stock Market Bubble fears are greatly overblown ( Barry Ritholtz )

Adani Group joins race to buy Air India ( BS )

Mukesh Ambani’s plans to make Reliance debt free hits snags ( ET )

Concerns for BHEL Investors ( Mint )

On Digital Strategy ( Prof Sunil Gupta )

Tesla is pushing Germany into recession ( CCN)

Apple is probably the best business in the world ( Buffett)

Some stuff I am reading today morning:

Health Ministry mulls increasing legal age for smoking (India Today)

UPI moment for India’s Credit Markets (FE)

Coronavirus is an opportunity for Indian Chemical cos (Mint)

The real state of LIC’s investment portfolio (Aarati Krishnan)

Are Indian Investors ready for passive investing? (Free Fincal)

There is a “late cycle ” rally on (CNBC)

Buffett’s Annual Letter to Berkshire Hathway shareholders (BH)

Levered Long (Irrelevant Investor)

How Superstition impacts stock prices (Wharton)

100 Little Ideas (Morgan Housel)