Some stuff I am reading today morning:
Monsoon to hit Kerala on June 4 (BL)
On the Fraud Culture in India’s Generic Drugs Industry (Katherine Eban)
MSCI rejig (MC)
Jet sinks deep (ET)
NCLAT slams Ruias (BS)
Uber underwriters used ‘naked short’ tactic (CNBC)
Stock Pick: ICICI Bank (Vikas Khemani)
Deepika Padukone invests in Epigamia (Rediff)
What Game of Thrones teaches us about perspective (Morningstar)
RIP Indian handsets (Forbes)
Some stuff I am reading today morning:
US $ 1 Trillion wiped out of global markets (SCMP)
Will China sell US Treasury Bonds? (CNBC)
Market plunge comes at worst possible time (J P Morgan)
US anti-trust probe singes India pharma firms (BS)
RCom lenders likely to claim upto 90,000 Cr (ET)
Why Sudhir Valia’s reinsurance dreams halted (MC)
Clean Up Act at SBI (Mint)
Stock Pick: Vaibhav Global (Vijay Kedia)
Looking for the next ROIC machine (Intrinsic Investing)
Degrees of Confidence (Morgan Housel)
Some stuff I am reading today morning:
Imminent Crisis in NBFC sector (BL)
Lost decade under Modi (Andy Mukherjee)
Modi is India’s best hope for economic reform (Time)
Interview with Sudip Bandyopadhyay (ET)
Stock Pick: Coffee Day Enterprises (Niraj Dalal)
Stock Analysis: Kanchi Karpooram (Dr Vijay Malik)
A thread on diversification (Prof Bakshi)
How compounding works in the stock market (CS)
Conversation with Aswath Damodaran (Elm Funds)
Obituary: Yogi Deveshwar (Rediff)
Some off beat reads for the weekend:
Can India endure another 5 years of Modi? (Aatish Taseer)
On Hindu refugees from East Pakistan (Sudipto Das)
Honduras Gang Violence (NY Times)
How Cocaine transformed San Miguel (Guardian)
Asia Bibi: Pakistan’s notorious blasphemy case (BBC)
How Ancient Indian Art utilises Maths, Mythology and Rice (Atlas Obscura)
A Chinese village that kept a Courtesan’s secret (SCMP)
Viktor Orban’s War on Intellect (Atlantic)
Spoof: Trump takes on second job (The Onion)
The Yeti: A beast in imagination (Open)
Mahboob Ali Khan, the sixth Nizam of Hyderabad (Manu Pillai)
Right and Bright Idea (J Mathrubootham)
On Cricket Commentary (Irfan Pathan)
Guru Gobind Singh’s letter to Aurangzeb (Madras Courier)
India’s African Kings (LHI)
Some stuff I am reading today morning:
Inflows into Equity MFs down by 60% (Hindu)
Moment of reckoning in US-China trade dispute (WaPo)
How Bakshi is changing ICICI Bank (MC)
RIL acquires Hamleys (FE)
McDonalds buys Vikram Bakshi’s stake (BS)
Interview with Jim Rogers (ET)
Stock Pick: Dr Lal Pathlabs (Saurabh Mukherjea)
Market Timing Tools (AM)
When does market timing work? (Of $ and Data)
Financial milestones by age 42 (Subramoney)