Category: Links

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Unichem (Sarvesh Gupta)

US designates China as a ‘Currency Manipulator’ (CNBC)

China suspends purchases of US farm products (SCMP)

Rupee suffers biggest fall in 6 years (ET)

Reliance liabilities jumps to $65 Billion (FE)

FM plans sector specific steps to alleviate woes (BS)

Real estate slump may not be over yet (Mint)

Flipkart ‘beaten’ by govt e-commerce platform (Rediff)

Why the stock market must go down (TRB)

Learning from Charlie Munger (Safal Niveshak)

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)

Spandana Sphoorty IPO opens today (MC)

India tumbles out of $2 Trillion Market Cap Club (ET)

How a shadow banking crisis is hurting auto sector (BS)

SBI seeking divine intervention (Mint)

Notes from India Wealth Management Conference (Subramoney)

New growth model for Indian Pharma (OB)

Best tax free Bonds 2019 (Basu Nivesh)

Latest Memo: On the other hand (Howard Marks)

Munger and Icahn make oil investing easy (Advisor Perspective)

Some stuff I am reading today morning:

Alpha Ideas 20 – 20 Presentation: Indigo (Abhinav Mansinghka)

Trade War is the new ‘status quo’ (CNBC)

The roaring bear market (Mint)

Conference Call gave inkling of Siddhartha’s problems (MC)

A major crisis may be brewing for Indian Banks (ET)

NALCO’s ambitious targets (FE)

Private Sector going thru challenging times (A M Naik)

PACL Investors left in a lurch (MoneyLife)

The Graham 2 Factor Model still provides great returns (AM)

Certainty of Close (A VC)

Some stuff I am reading today morning:

Fed cuts interest rates (ET)

Direct Tax Code proposals in August (MC)

CSR rules bite India Inc (FE)

Centre gets tough with auto manufacturers (Mint)

Chinese control 42% of India’s smartphone market (BS)

Essel Group sells 11% in Zee Entertainment (Forbes)

I got 10 Cr. What do I do? (Subramoney)

2016 Article: Secret Diary of VG Siddhartha (OB)

Only 2 types of Asset Managers will survive (Institutional Investor)

Inside the new frontier of Fund Manager Research (Institutional Investor)