Category: Links

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (ET)

Mutual Funds aim at 5 fold increase in assets by 2025 (BS)

The changing face of life insurance in India (Mint)

GST is not the last of Modi’s reforms (Bloomberg)

Stock Talk: Aditya Birla Financial Services Ltd (Amit Jeswani)

Difficulty of doing business (Subramoney)

Value Investor Interview: Brent Beshore (Safal Niveshak)

The most important item while analyzing a Balance Sheet (Katusa)

Two Confusions (Seth Godin)

Is 44$ oil a bargain if Saudi-Iran war is inevitable? (DR)

Some stuff I am reading today morning:

Businesses race to adapt to GST (Mint)

Equity brokers scramble to avert shutdown (BL)

The unsung heroes who made GST a reality (ET)

Why this is Indian IT Industry’s Kodak moment (Ravi Venkatesan)

Don’t underestimate India’s cunning Narendra Modi (Forbes)

Modi in Israel (Bharat Karnad)

Picking up nickels (Pension Partners)

10 best ways to ruin your financial future (Nocturne Capital)

Why we are keeping our old car for atleast 2 more years (Pete)

There is no such thing as  an Einstein Investor (Robert Shiller)

Some stuff I am reading today morning:

IIFL: Expect Nifty at 9000 by July end (ET)

Catholic Syrian Bank-Fairfax deal collapses on valuation (Mint)

Gujarat industries angry with GST (FE)

Four picks from “Dirty Dozen” (SP Tulsian)

‘Party’s over’ for India’s tax cheats (Reuters)

RBI finalises peer-to-peer lending norms (Quint)

Stock Talk: Tata Global Beverages (RJ)

Company Profile: iD Fresh Food (OB)

Gambler’s ruin and bet sizing (Climateer)

Startup : Flip (A VC)

Some stuff I am reading today morning:

SEBI wants to increase F&O lot size to 10 L (MC)

Govt bites the bullet on Air India privatisation (Mint)

RCF OFS opens today (My Investment Ideas)

How middlemen control India’s agriculture (Outlook)

The strange shenanigans at Amtek Auto (Quint)

How “Mirror Trades” moved Billions from Russia (Bloomberg)

This Fund Manager trains algos to copy his brain (Bloomberg)

Activist Investor calls Hong Kong market rout (Reuters)

Blockchain-The new Technology of Trust (Goldman Sachs)

7 Global Tech Stocks are worth $3.6 Trillion (Economist)