Category: Links

Some stuff I am reading today morning:

Jet Airways’ crisis deepens (ET)

Re-audit of Telco’s books to begin in Jan (FC)

Company Profile: Samsung India (Fortune)

Superb Panel Discussion of Akash Prakash, Raamdeo Agrawal and Ramesh Damani (YouTube)

Life is getting harder for Central Banks (Mohammed El Erian)

Investor Returns Vs Fund Returns (Subramoney)

Quick Lessons from 2018 (Kiran)

The year in perspective (Safir)

Stock prices are a proxy for our beliefs about the future (TRB)

What happens when stocks are greatly oversold? (Pension Partners)

Some stuff I am reading today morning:

FIIs abandon India (Mint)

eCommerce food companies under scrutiny (ET)

Fund raising in Capital Markets have tanked (BL)

Lemon Tree, Warburg Pincus to develop co-living platform (BQ)

Vistara: Mission International (Fortune)

What they don’t teach you anywhere (Samir Arora)

Not a great year for MF industry (FC)

Trends that hit banking sector in 2018 (MC)

Zero Fee Index Funds (Quartz)

Stealth Wealth (White Coat Investor)

Some stuff I am reading today morning:

Dow rallies 1000 points, biggest single day gain ever (CNBC)

PM assures NBFCs,HFCs of help (FC)

Govt screws Amazon, Flipkart (Reuters)

Animal spirits stirring in India (BQ)

Leading Brokerages in the dock (BL)

HDFC Group overtakes Tatas in market value (FE)

India’s Defense ‘Make in India’ is stuck (ET)

Be Terrified (TRB)

The Profit Motive (A VC)

Market Commentary 2Q18 (Bill Nygren)

Some stuff I am reading today morning:

Stocks get singed world wide (Mint)

How to earn 18.4% in this market (ET)

NCLT helps recover 80,000 Cr in 2018 (MC)

2018: Not a year for doubling down (Swanand Kelkar)

The best asset class of 2018 (BS)

The Indian Stock Market is unique (Saurabh Mukherjea)

More than a dozen tech startups can go public in 2020 (BL)

The Grinch comes to Omaha (TRB)

The Prediction Polka (Epsilon Theory)

Useful Indian Investing Websites (Dinesh Sairam)