Some stuff I am reading today morning:
Modi’s biggest win-Rajya Sabha passes GST (Bloomberg)
Markets may have already priced in GST (BL)
Even your ‘newpaperwala’ thinks markets are overvalued (SS)
Top 10 stocks that will gain from GST (Mint)
GST impact across sectors (ET)
ED summons top brokers in NSEL case (BS)
Samir Arora:The “next HDFC Bank” (RJ)
The Paradox of quant investing (TRB)
An investment secret (Katusa)
Some new old lessons in real estate (Vivek Kaul)
Some stuff I am reading today morning:
GST set for Rajya Sabha nod today (Mint)
Endgame Ola (The Ken)
How Narendra Modi’s PMO works (LinkedIn)
Nimesh Kampani calls it a day (BL)
Motilal Oswal downgrades Raamdeo Agarwal’s fav stock (RJ)
Company Profile: Pidilite (Forbes)
How China humbled Tech Giants (Bloomberg)
Will Electric Cars kill Big Oil? (Katusa)
A DIY Investment Checkup Guide (Financial Samurai)
Why Charlie Munger knows no wise people who don’t read (Spark)
Some stuff I am reading today morning:
RBI releases guidelines for ‘on tap’ bank licensing (RBI)
Automation to replace lakhs of IT jobs (ET)
DHFL 9.3% NCDs (OneMint)
Bond buyers can’t get enough of India (Bloomberg)
Overcome the fear of the Builder (Ravi)
Interview with Basant Maheshwari (RJ)
The unraveling of Harvard’s star trading desk (Bloomberg)
Gold Bugs Vs Equity Bulls (Pension Partners)
Lies investors believe (Tony Isola)
The tortoise and the hare (A VC)
Some stuff I am reading today morning:
Advanced Enzymes to list today (MoneyControl)
NDA’s do-or-die moment on GST (Mint)
GST may bring foreign investors to Bond Street (ET)
How India reformed the petroleum sector (FE)
Sleepwell files for IPO (BL)
Buy the new high (Prashanth)
Expense or investment? (Subramoney)
A deep dive on contingency plans (Common Sense)
Why “skin in the game” is important to investment returns (Katusa)
RBS: “Sell Everything” (PP)
Some off beat reads for the weekend:
The inside story of the world’s biggest financial scandal (Guardian)
How does Rajinikanth make his money? (Outlook)
Why e-commerce consolidation is no panacea (Haresh Chawla)
Politics:The battle for Punjab (Open)
Startup Story:JungLEADz (Sheroes)
The story of the youngest Indian girl to climb Mt.Everest (BI)
Sanjna Kapoor:To the theatre born (Forbes)
The White House was built by slaves (Smithsonian)
As a Muslim finds harmony in OM (Dawn)
How Voltaire outsmarted the lottery (Laphams Quarterly)
Rant:Your husband allowed you to do this? (Jyoti Raghavan)
Gossip:Navjot Singh Sidhu and Amit Shah (Gossip Guru)
Facebook Wall: Arnab Vs Barkha (Unreal Times)
Ownership Review: Skoda Superb (Team BHP)
Hilarious mash-ups of Modi’s speeches (Scroll)