Some stuff I am reading today morning:
Modi in Davos (Quint)
India’s burgeoning middle class (Mint)
Can disinvestment raise 1 Lakh Crores? (Fortune)
Indigo gets it’s mojo back (MC)
Hotel occupancies hit 9 year high (Rediff)
Interview with Porinju Veliyath (ET)
Insider trading in Panacea Biotec (Gaurav)
10 Best Sector Mutual Funds for 2018 (My Investment Ideas)
Why does momentum investing work? (PragCap)
Highest Gap above 200 DMA (Crossing Wall Street)
Some stuff I am reading today morning:
India is the toast of Davos 2018 (BS)
Mukesh Ambani is ready for another contrarian bet (ET)
Tata Steel: Next leg of expansion (Mint)
Interview with N Chandra (Quint)
IPO Review: Galaxy Surfactants (MyInvestmentIdeas)
Asset Allocation and its problems (Subramoney)
A Momentum Signal that occurs only 1% of the time (TRB)
How Charlie Munger became an “expert generalist” (Quartz)
Complexity Bias (Farnam Street)
Hope and Reality (Seth Godin)
Some stuff I am reading today morning:
India to become world’s fastest growing large economy in 2018 (ET)
ONGC acquires Govt’s stake in HPCL (BS)
Why Jhunjhunwala,Damani joined the race for Binani Cement (Quint)
Uber to drive into Indian sunset? (Rediff)
Bull run forever (Bala)
Interview with Kenneth Marshall (Safal Niveshak)
Stock Talk: Intellect Design (Calculated Wagers)
You are remembered for the rules you break (TRB)
The 3 levels of financial independence (FS)
Follow the Money (Of Dollars & Data)
Some off beat reads for the weekend:
Beyond the Bitcoin bubble (NYTimes)
The Fall of Uber’s Founder Travis Kalanick (BusinessWeek)
The women who took on the Mafia (New Yorker)
How to save the African National Congress (Atlantic)
The Beatles magical mystery tour of India (Mint)
Gang of Four (Media Crooks)
Road Trip: 5000 Kms in New Zealand (TeamBHP)
History: The Moplah Revolt (Swarajya)
North Korea exposed (SCMP)
Time running down on Thailand’s junta (ATimes)
Cancer Diagnosis from a Blood Test? (Wired)
What failing CA exams 8 times taught me about life (Arre)
Take all my money (J Mathrubootham)
Mumbai Notebook (Anil Dharker)
Life Changing trips for couples (T&L)
Some stuff I am reading today morning:
HDFC Bank market cap crosses 5L Crores (Mint)
GST Council cuts tax rates on 49 items (FE)
Stock Talk: Fiem Industries (MC)
Stock Talk: Royal Orchid Hotels (Abhishek Basumallick)
IDFC Bank finds itself a new suitor (IIAS Advisory)
Parabolic moves don’t end up going sideways (Macro Tourist)
Will you know what to do when stocks fall? (DR)
Zen and the art of tail risk recognition (Deal Breaker)
Risky Business (Morgan Housel)
Owning yourself (A VC)