Some stuff I am reading today morning:
ICRA downgrades IL&FS to junk status (BS)
IL&FS Default- Impact on MFs (The MF Guy)
SEBI does U-Turn on FPI norms (BL)
Rupee: Flat on it’s Back (OB)
RBI has a solution to the Air India problem (ET)
Lights dim at Varroc (Mint)
Has the Ruia family finally lost Essar Steel (BQ)
Stock Analysis: Harita Seating (Valuation In Motion)
The shadow side of Greatness (Entrepreneur)
A fantastic talk on Real Estate Investing (Bruce Flatt)
Some off beat reads for the weekend:
Becoming an Ironman (Mint)
How an ‘Intolerant India’ emancipated the tolerant (Op India)
Why were Kerala floods so deadly? (Time)
The legacy war at Teen Murti (Open)
The Op-Ed that caused a political earthquake in America (NYTimes)
China’s shocking pace of change (Guardian)
When China calls, all Africa answers (ATimes)
The worst is yet to come in Syria (Atlantic)
The Imam’s Widow (Pro Publica)
Are Chinese tourists messing up Bali ? (SCMP)
Profile: S Radhakrishnan (Swarajya)
The eternal Malgudi Days (Madras Courier)
Chennai-The chess capital of India (Outlook)
Wedding shopping adventures in India (Mint)
Carnatic Music’s recent discordant note (Anand Kumar)
Some stuff I am reading today morning:
IL&FS defaults (BS)
Rupee breaches 72/$ (Rediff)
Winds of change in Mutual Fund Industry (Mint)
HDFC Bank’s fintech footprints (Forbes)
Airfares cheaper than rail tickets (BQ)
Profile: Ashok Wadhwa (OB)
Tata Motors: Old Wine in Old Bottle (Fortune)
India- The biggest risk in Emerging Markets (Daniel Lacalle)
Charlie Munger & Li Lu Interview (Tao)
Should I sell our rental properties? (Retire By 40)
Some stuff I am reading today morning:
SEBI’s preposterous fight with FPIs (Mobis)
L&T Finance under scanner for use of IPO funds (MC)
Teen Patti is driving India’s mobile gaming industry (BQ)
Winning by changing the rules of business (Barry)
The disproportional power of anecdotes (Farnam Street)
A glimpse into the dark underbelly of Crypto Markets (Medium)
Value Investing in Bull Markets (Seth Klarman)
Concealed Emotions (Morgan Housel)
History of private mutual funds in India (Mint)
Private Equity Industry is based on fake news (Preston McSwain)
Some stuff I am reading today morning:
Shivinder Vs Malvinder (ET)
Dalal Street says cash ban was worth it (ET)
SEBI defends its stance on new rules for FPIs (Mint)
Crackdown on shell firms continues (FE)
Wrong to blame Raghuram Rajan (BQ)
The 9 Biases of Value Investors (Neeraj Marathe)
Stock Analysis: NESCO Ltd (Dr Vijay Malik)
The first totally honest stock market story (Barry)
Accept reality radically (AM)
Ben Graham: The grand father of behavioural investing (Albert Bridge)