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)
Some stuff I am reading today morning:
Yes Bank stock may face pressure (ET)
Five Core Promoters are absconding (Money Life)
Analjit Singh offers exit to Max shareholders (Mint)
Stock Pick: Grauer & Weil (ArunaGiri N)
Stock Talk: HDFC Life (MC)
Stock Talk : NELCO Ltd (EEE)
See you in the machine (Macro Tourist)
How many stocks should you own in your portfolio? (Intrinsic Investing)
Using emotions to your advantage (Microcap Club)
Bill Ackman thanks Buffett for his fund’s turnaround (Yahoo)