Category: Links

Some stuff I am reading today morning:

Supreme Court stays RBI’s Circular for power companies (Mint)

SEBI directs senior NSE officials to ‘stay out of action’ (BS)

Demat compulsory for unlisted public firms (BL)

Is fear creeping into the markets? (BQ)

Note to Parliamentary Committee on Bank NPAs (Raghuram Rajan)

The other Muthoot (Forbes)

Indian Aviation: Sinking (My DigitalFC)

Eveready Industries: Candy Crush (Fortune)

The Guinness IPO of 1886 (Medium)

Inspiring talk by Radhika Gupta, CEO of Edelweiss AMC (You Tube)

Some stuff I am reading today morning:

The Govt plans to give the economy a 32,000 Cr boost (ET)

India turns epicentre of Emerging Markets rout (Mint)

ICICI Bank files insolvency petition against Jaiprakash Associates (BQ)

Fierce bidding for Essar Steel (MC)

M&A Boom in India (BS)

Musings on valuations of certain stocks (Jiten Parmar)

Investors should tender shares in PSU Buybacks (BS)

The Big Short (Macro Tourist)

How the financial crisis still affects investors (Barrons)

Paytm’s Vijay Sharma’s riveting talk at the AMFI Meet (You Tube)

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 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)