Category: Links

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)

Some stuff I am reading today morning:

SEBI’s preposterous fight with FPIs (Mobis)

L&T Finance under scanner for use of IPO funds (MC)

Teen Patti is driving India’s mobile gaming industry (BQ)

Winning by changing the rules of business (Barry)

The disproportional power of anecdotes (Farnam Street)

A glimpse into the dark underbelly of Crypto Markets (Medium)

Value Investing in Bull Markets (Seth Klarman)

Concealed Emotions (Morgan Housel)

History of private mutual funds in India (Mint)

Private Equity Industry is based on fake news (Preston McSwain)