Some stuff I am reading today morning:
HDFC Bank to mull 2-1 stock split (MC)
Layoffs at Cognizant (ET)
Vikram Bakshi settles with McDonalds (BS)
On FMCG growth slowdown (Mint)
Did Britannia flout listing norms? (Rediff)
The Fed & its impact on India (Saurabh Mukherjea)
Stock Pick: Greenply Industries (Ekansh Mittal)
Stock Talk: RVNL (Big Investor)
Pilgrimage to Omaha (Rajeev Thakkar)
3 ways to be a supremely confident investor (Peter Cundill)
Some stuff I am reading today morning:
US-China tariff war intensifies (CNBC)
Mutual Fund AMCs in trouble (BL)
NSE is likely to cap Nifty’s sector weights (Rediff)
Anil Ambani Vs Rahul Gandhi (BS)
Govt sees little hope for Jet Airways revival (Mint)
Trader Profile: Kirubakaran Rajendran (MC)
Stock Pick: Reliance Industries (Harendra Kumar)
BYD- The world’s biggest electric car company (Bloomberg)
Skew offers great opportunity (Macro Tourist)
Winning your race (Microcap Club)
Some off beat reads for the weekend:
The Womb Whisperers (Mint)
Dry Days & Elections (Quartz)
Election Season in Bengal (M J Akbar)
How Thailand’s Rama X will be crowned (ATimes)
No US visas for Pakistan (Dawn)
This is what I have to say (True Indology)
Exploring Khasi Hills, Meghalaya (Team BHP)
The Battle of Winterfell (Wired)
Nugrybauti (Joel Mowdy)
The Legend of the Lungi (Karthik Venkatesh)
Best place in Chennai (J Mathrubootham)
The grocer who became a saint (Manu Pillai)
General Shahnawaz: Hero of the INA (LHI)
Why Travel Matters (Barack Obama)
Manna Dey Diary (Outlook)
Some stuff I am reading today morning:
How PayTM killed its eCommerce dream (ET)
How Satya Nadella remade Microsoft (Bloomberg)
JSW enters paints business (Mint)
Stock Pick: Aavas Financiers (Gautam Trivedi)
Interview with Ujjivan Founder Samit Ghosh (Fortune)
DLF: Plotting a revival (BT)
LLoyds of London is facing a perfect storm (GCaptain)
Buffett on buying a basket of stocks in a sector (AM)
The quest to find companies with moats (Economist)
4 Overlooked Investment Decisions (Common Sense)
Some stuff I am reading today morning:
April GST collections at new high (BS)
IL&FS seeks punitive action against Deloitte, BSR (ET)
‘Super App’ to place Reliance Jio in pole position (Mint)
Car sales skid (Rediff)
JSW’s power play (Fortune)
Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman)
Stock Pick: Maruti (Gautam Duggad)
Godrej Vatni- India’s Swadesi Soap (Print)
Mobileground India: The Chinese Invasion (Forbes)
Followership (A VC)