Some stuff I am reading today morning:
The mystery behind record outflows from liquid funds (Mint)
India’s CAD worries (FE)
Are pipe companies a good investment idea? (BS)
Tata Motors hits 7 year low (MC)
Market panics & strategy (Morningstar)
Interview with Ajay Piramal (You Tube)
Interview with Raamdeo Agrawal (BL)
The aviation dreams of Singh Brothers (BQ)
Market Lessons (Mystic Wealth)
On Herd Mentality (Real Wealth Farmer)
Some stuff I am reading today morning:
IL&FS jitters erode 12.5% of MF assets (BS)
Rupee closes at all time low (BQ)
HFCs cut down disbursements (ET)
Confessions of an Equity Analyst (VRO)
Is this time different for emerging markets? (Mint)
Why emerging markets matter (Swedroe)
Migrant workers flee Gujarat affecting industries (FE)
India will import Iran oil (CNBC)
Club Mahindra- My biggest financial mistake (TFL)
Many parallels between Tesla & Lehman Brothers (AM)
Some stuff I am reading today morning:
RBI springs a surprise (Morningstar)
Tax relief for IPOs, FPOs, ESOPs (MC)
HNIs, retail investors shun IPOs (Mint)
Britannia wants to make its 100th year memorable (Rediff)
Sector Watch: Airline Stocks (OB)
Rana Kapoor: Controversy’s Child (Digital FC)
Investors should ‘calibrate’ their portfolios (Howard Marks)
My favourite investing story of all time (DR)
Risk Management (Morgan Housel)
Interview with Felix Grandluckmeister (PAL)
Some off beat reads for the weekend:
How China hacked into US companies (Bloomberg)
Donald Trump’s suspect tax schemes (NYTimes)
US-China heading towards a new Cold War (ATimes)
The truth about Rafale (Open)
Death in the evening (Rahul Pandita)
What an audacious hoax reveals about Academia (Atlantic)
An ill wind (Dawn)
The ordinary people of the Raj (Manu Pillai)
Lessons from the last Swiss Finishing School (New Yorker)
Biggest Blunders in the Indian Automotive Scene (Team BHP)
The Barber from Ooty (Better India)
Ananga Ranga: The Hindu art of love (Madras Courier)
A taste of Tbilisi (DailyO)
Travelogue: Mongolia (SCMP)
A Quest for tigers in India (The Ringer)
Some stuff I am reading today morning:
Mayhem on Dalal Street (BL)
Fuel becomes cheaper (ET)
How IL&FS was enriching itself at public cost (MoneyLife)
LIC makes open offer for IDBI Bank (BQ)
The rise & fall of Chanda Kochhar (MC)
Interview with Bharat Shah (MC)
The fall of the Sandesara Brothers (Mint)
Why IL&FS, IDBI etc happen (Subramoney)
Sins of Bull Market (MF Guy)
So you want to be the next Warren Buffett? (Mark Sellers)