Some stuff I am reading today morning:
Fed cuts interest rates (CNBC)
India to open 100 airports in 5 years (ET)
Reliance Jio’s strongly worded letter to COAI (CNBC)
Govt may bring in gold amnesty scheme (BS)
The Big Call – Bubble in Quality ? (Sunil Singhania)
What is chasing you? (Ian Cassel)
Market Efficiency, anyone? (Anantha Nageswaran)
What caused us to sell Softbank shares? (Market Watch)
More money, more problems (Blair Belle)
On Property Ladders (Klementon Investing)
Some stuff I am reading today morning:
A bonanza in the offing for the stock markets (BS)
SCI Disinvestment gathers pace (DIPAM)
40,000 Telecom jobs at risk after SC order (BT)
Rana’s ‘Yes’ Bank (OB)
Indigo to place ‘record’ order with Airbus (Mint)
Indian steelmakers face debt challenges (ET)
Ujjivan: RBI’s red flags (Candor Investing)
A Healthcare Company high on accounting steroids (Multi Act)
How to find investing gems that don’t screen as cheap (AM)
What Spanish property taught me about investing in Commodities (Nicholas Vardy)
Some stuff I am reading today morning:
S&P 500 hits record high (Mint)
Hedge fund kings face a reckoning (WSJ)
Mukesh Ambani wants to build India’s Ali Baba (BS)
Sunil Mittal approaches Govt over statutory dues (Rediff)
RCEP deal’s last minute negotiations (BL)
Six Sectors that defy the slowdown (ET)
4 Investing Lessons from Yes Bank debacle (Ravichand)
Interview with Atul Suri (CNBC)
Interview with Peter Lynch (AM)
Inside Naspers’ big bet on India (Forbes)
Some off beat reads for the long weekend:
The many beginnings of Diwali (Manu Pillai)
On the Maharashtra & Haryana elections (Outlook)
Asaduddin Owaisi’s dream is coming true (Print)
Amravati: Capital Chaos (India Today)
How liberalism failed in Eastern Europe (Guardian)
The untold story of the 2018 Olympics Cyber Attack (Wired)
On collecting sea shells (Hakai)
Sunroofs: Yay or Nay? (Team BHP)
On Spiritual Travel journeys (Reza Aslan)
Bound to Dharma (Bibek Debroy)
Why Indians in India don’t get Nobel Prize (J Mathrubootham)
The 400 year old memoirs of Sir Thomas Roe (Madras Courier)
Cornelia Sorabji’s fight (LHI)
The day Zubin Mehta gave Israel his heart (Noah Efron)
The complicated history of Flamenco in Spain (Smithsonian)
Some stuff I am reading today morning:
SC deals Rs.92,641 Cr blow to telcos (Rediff)
Govt mulls personal Income Tax relief (BS)
Interview with Rakesh Jhunjhunwala (MC)
Infosys swings into damage control mode (ET)
India vaults to 63rd rank in Ease of Doing Business rankings (Mint)
India Post Office Mobile Banking App (My Investment Ideas)
Investing: What worked for me (Subramoney)
Understanding Investment Consensus (Aleph Blog)
Ken Fisher Vs Index Funds (Evidence Investor)
Hong Kong Businesses struggle to survive (Zero Hedge)