Category: Links

Some stuff I am reading today morning:

US,China agree on trade war ceasefire (Reuters)

FII inflows hit 10 month high (BL)

Rakesh Jhunjhunwala settles insider trading case (SEBI)

Losses mount in India’s eCommerce sector (FE)

Why India’s airlines can’t turn growth into profits (BQ)

Company Profile: GE Shipping (Devesh Kayal)

An Evolve-Or-Die Moment for the World’s Great Investors (Fortune)

Is long term investing over rated? (MF Critic)

The Fed blinks (Macro Tourist)

Seth Klarman’s career advice (Ian Cassel)

Some stuff I am reading today morning:

IL&FS has a hostage situation in Ethiopia (ET)

RBI throws a lifeline to NBFCs (BQ)

RBI Vs Yes Bank (Mint)

SEBI goes after unscrupulous PMS Fund Managers (RJ)

Bull run finale not far off (Reuters)

Company Profile: Graphite India (Forbes)

Secret Diary of N V  ‘Tiger’ Tyagarajan (OB)

Investing Chat with Safir Anand (S&L)

China is slowing down (Zero Hedge)

On Fed Easing (Macro Tourist)

Some stuff I am reading today morning:

Banks may invoke Dhoots’ personal guarantees (ET)

Investor worries on Kotak Bank (Mint)

Jaypee may lose Formula One Land (BS)

UTI AMC stake sale (BL)

Company Profile: Arvind (Fortune)

The Bear Market of 1969 (Irrelevant Investor)

Valuations don’t matter much in Emerging Markets (BQ)

The trade of the decade is dead (Daily Reckoning)

What Bear Markets look like ( A VC)

Liquidity is over rated (Financial Samurai)

Some stuff I am reading today morning:

Back Door pledging at DHFL (MoneyLife)

Jeff Bezos may buy Kishore Biyani out (ET)

Actis buys out Essel Infra’s solar power projects (Mint)

Etihad to raise stake in Jet Airways to 49% (FE)

Amazon beats Flipkart (BS)

The disaster at Aditya Birla Real Estate Fund (Forbes)

2018: Noone made money (TRB)

Howard Marks on Losses (AM)

Selfish Writing (Morgan Housel)

Why you would not have invested with Warren Buffett (BVI)