Some stuff I am reading today morning:
How the PNB fraud happened (ET)
Nirav Modi-The man behind the PNB fraud (Mint)
Worst of NPAs yet to come (BS)
Banks may take 30,500 Cr hit due to rising yields (Rediff)
The double standards of PayTM’s Sharma (BL)
Stock Talk: Petronet (MC)
Indians are moving the cheese market (Quint)
It’s different this time (Macro Tourist)
Market Turmoil and Investment Serenity (Aswath Damodaran)
The advent of a cynical bubble (James Montier)
Some stuff I am reading today morning:
LTCG Tax: Grand fathering benefits may elude investors (Rediff)
Guenter’s report card at Tata Motors (MC)
More bad news for Indigo (Mint)
BSE SME platform to see 100 IPOs in 2018 (ET)
Stock Analysis: Finolex Cables (Dr. Vijay Malik)
Investors cut bond allocation to 20 year low (CNBC)
Bitcoin industry grapples with problem of inheritance (Quint)
The Complete list of Q4 Hedge Fund letters to Investors (Vintage Value)
Retirement Strategy: Floor and Upside (Retirement Cafe)
The Wealth of Sapiens (Daniel Egan)
Some stuff I am reading today morning:
How new LTCG tax with STT violates basic principles of taxation (Uma Shashikant)
Alarm over Modi’s protectionism (Arvind Panagariya)
WhatsApp payment feature is a serious threat to PayTM (Mint)
Fortis seeks 15 days extension to declare results (MC)
US Equities-Recent volatility is not a concern (Vikas)
“Alpha” in real estate (PIB)
Getting India EV ready (Forbes)
Passive my a** (TRB)
Why competitive advantages die? (Morgan Housel)
This Mutual Fund crashed by 80% in 2 days (Barrons)
Some stuff I am reading today morning:
Foreign investors face tax hits, forex risks (ET)
Global volatility may drag India this week too (BS)
Regime Change: Now it’s Sell the Rallies,Not buy the Dips (Zero Hedge)
Aster DM Healthcare IPO opens today (Quint)
How N Chandra has recast the top deck of the Tata group (ET)
Indian bankers set to rewrite corporate history (Mint)
Indigo in trouble (FE)
SEBI can now go after even ‘small schemers’ (BL)
Interview with Bhavesh Premji (MC)
When bad operating metrics are a good thing (Amit)
Some off beat reads for the weekend:
The platinum touch of Nikhil Merchant (Wire)
Why Bollywood will never have its #MeToo moment (Arre)
Young India, Changing India : Ravi Viswanathan (Pari)
The lynching of Mashal Khan (Dawn)
Islamophobia in New Jersey (Guardian)
How New Zealand made Edmund Hillary (SBNation)
China’s latest move in Afghanistan (ATimes)
How Chinese students overseas are facing harsh life lessons (SCMP)
Tata Motors @ Auto Expo 2018 (Team BHP)
The growing legacy of Rahul Dravid (Scroll)
Modi’s unsoothing soothsayers (Gossip Guru)
Spoof: FBI warns of ‘American Dream’ scam (Onion)
How one note to Nehru changed the fate of J&K (BI)
The risk of lunar eclipse (J Mathrubootham)
Some advice I wish people had told me in my 20s (Thought Catalog)