Some stuff I am reading today morning:
Demonetisation a double whammy for MFIs (Yahoo)
The Un-Real Estate badly hit (IE)
Demonetisation effect on Sales of New/Used Cars (TeamBHP)
Interview with CLSA’s Christopher Wood (Mint)
Relevance of Regulatory Risk (Bala)
Outperforming by Underperforming (ThinkNewFound)
A tale of two investors (Bps)
Distraction and Mission (A VC)
The bright side of rising interest rates (CS)
Fooled by Randomness (Barry)
Wishing readers on the occasion of Gurpurab
Some stuff I am reading today morning:
Penny stocks may come under long term cap gains (Mint)
Modi: Benami properties,gold next (BS)
Dear PM, the buck stops with you (Tamal)
Full Text of Cyrus Mistry’s latest statement (Quint)
A Ctrl+Alt+Del moment for the markets (Aarati Krishnan)
Emerging markets are down but not out (Bloomberg)
10 Things to know about UDAN aviation scheme (MyInvestmentIdeas)
Social Media Confundere (Prashanth)
You are not Stanley Druckenmiller (CS)
The psychological keys to investing success (Forbes)
Some off beat reads for the weekend:
Spoof:Trump united every American Intolerance (The Onion)
The amazing story of India’s first rocket launch (BI)
A Journey through Venezuela (New Yorker)
The plot to murder Gawker (Vanity Fair)
Sports:Quintuple Anvil Triathlon (NYTimes)
How one man robbed Las Vegas’ biggest Casino (Rolling Stone)
Travelogue:A week in Austria (Team BHP)
Goodbye Arnab Goswami (For Now) (Great Bong)
The Intellectual, yet Idiot (Nassim Taleb)
The choices you make today will be your biography tomorrow (Altucher)
How Devi Ahilyabai Holkar reignited cultural ethos (Creative India)
Steven Cohen model of making Billions is losing its appeal (FT)
Cassie set to become fastest person to visit every country (T&L)
Travel Food & Drink Apps (Nat Geo)
Gossip:How Abhishek Verma closes defense deals (FS)
Some stuff I am reading today morning:
Modi’s Master Stroke may yield him $45 Billion (Bloomberg)
IT raids on Jewellers,Hawala Operators (TOI)
Full Statement by Tata Sons on why they fired Mistry (Quint)
Tata Chemicals Independent Directors stand by Mistry (Quint)
Research: Demonetisation Impact on Financials (Motilal Oswal)
How to use UPI for digital payments (Vipin)
Living frugally will not make you rich (Subramoney)
Some thoughts on Black Money (Bala)
Household Budgeting:Skip Credit Cards (NYTimes)
John Kapoor-The desi Billionaire nobody knows about (Forbes)
Some stuff I am reading today morning:
Asian shares to join global rebound (Bloomberg)
Icahn bet more than $1 Billion on US Stocks (Bloomberg)
How Modi kept his black money master stroke a secret (ET)
Why Mumbaikars bought gold all night long (Teekhapan)
All cash deposits of more than 2.5L will be reported (Mint)
Ash Wednesday (Prashanth)
Do markets really hate uncertainty? (Market Watch)
Pricing Pressure slows Indigo’s flight (Mint)
7 Leadership Principles (Jeff Bezos)
High Conviction Shorts:Empathy for the Bull (CFA Institute)