Some stuff I am reading today morning:
RBI springs a surprise (Morningstar)
Tax relief for IPOs, FPOs, ESOPs (MC)
HNIs, retail investors shun IPOs (Mint)
Britannia wants to make its 100th year memorable (Rediff)
Sector Watch: Airline Stocks (OB)
Rana Kapoor: Controversy’s Child (Digital FC)
Investors should ‘calibrate’ their portfolios (Howard Marks)
My favourite investing story of all time (DR)
Risk Management (Morgan Housel)
Interview with Felix Grandluckmeister (PAL)
Some off beat reads for the weekend:
How China hacked into US companies (Bloomberg)
Donald Trump’s suspect tax schemes (NYTimes)
US-China heading towards a new Cold War (ATimes)
The truth about Rafale (Open)
Death in the evening (Rahul Pandita)
What an audacious hoax reveals about Academia (Atlantic)
An ill wind (Dawn)
The ordinary people of the Raj (Manu Pillai)
Lessons from the last Swiss Finishing School (New Yorker)
Biggest Blunders in the Indian Automotive Scene (Team BHP)
The Barber from Ooty (Better India)
Ananga Ranga: The Hindu art of love (Madras Courier)
A taste of Tbilisi (DailyO)
Travelogue: Mongolia (SCMP)
A Quest for tigers in India (The Ringer)
Some stuff I am reading today morning:
Mayhem on Dalal Street (BL)
Fuel becomes cheaper (ET)
How IL&FS was enriching itself at public cost (MoneyLife)
LIC makes open offer for IDBI Bank (BQ)
The rise & fall of Chanda Kochhar (MC)
Interview with Bharat Shah (MC)
The fall of the Sandesara Brothers (Mint)
Why IL&FS, IDBI etc happen (Subramoney)
Sins of Bull Market (MF Guy)
So you want to be the next Warren Buffett? (Mark Sellers)
Some stuff I am reading today morning:
Kotak Bank-Yes Bank : A deal amid adversity? (MC)
IL&FS saga opens a Pandora Box (BL)
Ambani in talks to buy Hathway (ET)
The easy money era is over in India (BQ)
Rs.1 Trillion Railway station modernisation plan (BS)
Liquid Funds see massive outflow (DigitalFC)
Tax on Equity Investments (Mint)
Ignore the “Druckenmiller is bearish” headlines (Macro Tourist)
Stock Market Peaks (Michael Batnick)
Stop it, Private Equity (Preston McSwain)
Some stuff I am reading today morning:
All eyes on RBI (Mint)
Oil shock has already started in the Emerging Markets (BQ)
PSU IPOs get cold shoulder from investors (ET)
Airbnb in India (Fortune)
Amul’s focus on dark chocolates (BS)
On midcap and smallcap returns (80-20 Investor)
Is it time to buy? (Deepak Shenoy)
Exception to the rule (Of Dollars & Data)
The start of the loonie Bull Run? (Macro Tourist)
How to beat the Index (John Rogers)