Category: Links

Some stuff I am reading today morning:

Ugly sell off in US stocks (CNBC)

RBI allows banks to spread trading losses (Reuters)

Two bank bosses in the eye of a storm (ET)

CBI inquiry into ICICI Bank likely to be a fishing expedition (Jaggi)

Rajiv Kochhar denies dealings with ICICI Bank (Mint)

Ratan Tata speaks on Tata Motors (BS)

Poor listing of Sandhar Technologies (BL)

Are you over paying for diagnostic businesses? (Dhruva Pandey)

Understanding the real estate sector in India (Dhruv Saraf)

How do I lose less money this year? (Bala)

Some stuff I am reading today morning:

CBI to examine Chanda Kochhar (Money Control)

Is the ICICI Bank Board itself a NPA? (Gaurav)

IPO investors teach greedy firms a good lesson (ET)

NBFCs and HFCs fear Rs.2.2 Trillion NPA mess (BS)

Ramesh Damani interviews Prem Watsa (You Tube)

Why India Inc boardrooms won’t be the same again (Rediff)

China announces new tariffs on 128 US products (CNBC)

Mumbai Musings: March Newsletter to Investors (River Valley Asset Management )

Did I call the top in Bitcoin? (TRB)

How to talk to people about money (Morgan Housel)

Some stuff I am reading today morning:

‘FANG’ stocks tank (CNBC)

Income Tax Dept freezes bank accounts of Cognizant (ET)

Bumper listing by Bandhan Bank (Mint)

Manipal, Fortis to merge hospital business (BS)

Lone dissenter sounds warning on India Banks (Andy Mukherjee)

How long can a good fund under perform its benchmark? (Morningstar)

Buying panics are rare (Irrelevant Investor)

Things that fund managers don’t say (Behavioural Investment)

Uncertainty and Risk (A VC)

Don’t follow your passion, follow your success (RetireBy40)

Some stuff I am reading today morning:

Flop show of ICICI Securities IPO (BS)

Most Equity Funds fail to beat benchmarks (BL)

TPG Group nears deal for Fortis (Quint)

India bonds lose their charm for foreign investors (Reuters)

Why getting the ‘right price’ for Air India will be tough (Rediff)

Is money really an incentive? (Subramoney)

CEO Pay: Unlinked to performance (IIAS Advisory)

There is no next Warren Buffett (TRB)

On the one hand (Common Sense)

Buffett & Munger on investing in spinoffs (Value Walk)