Category: Links

Some stuff I am reading today morning:

Tata Group airlines move closer to merger ( FE )

23% rise in life insurance premium collection ( DH )

Maruti dispatches 2 Million vehicles through Indian Railways ( HT )

Company : HDFC Bank ( Rediff )

Xiaomi’s plans for India ( Forbes)

Bajaj after Rahul ( Fortune )

Bill Ackman wants to monetised his Twitter account ( Sherwood )

Gold as a safe haven in a warming world ( Oil Price)

Interview with Brian Klass ( Big Picture)

The paradox of lessons ( Seth Godin )

Some stuff I am reading today morning:

Modi in Moscow today ( BT )

Average housing prices appreciate by 50% in Delhi-NCR ( DH )

EVs haven’t taken off despite subsidies ( Rajiv Bajaj )

Sector : Health Insurance ( Ganesh Nagarsekar )

Stock Talk : Godrej Properties ( Rediff )

AI’ $600 Billion Question ( Sequoia)

On the special relativity of investment horizons ( Discerne )

Bad Assets Vs Good Liabilities ( Fundoo Professor )

The Degenerate Economy ( Howard Lindzon )

FAQ on Passive Investing ( GMO )

Some stuff I am reading today morning:

Thread: Chinese connection in Hindenburg saga (Mahesh Jethmalani)

SEBI has a strong case against Hindenburg (Rediff)

British retail investors are ploughing money into India (The Times)

NSE imposes price control caps on SME IPOs (HT)

Raymond announces demerger of its real estate business (Fortune)

Interview with Prashant Jain (Forbes)

Even wealthy Americans are struggling to make ends meet (CNN)

Chinese Stock: Kweichow Moutai (Moatless Musings)

The Shareholder Supremacy (Edward Zitron)

Forget about Factors (Rogers Planning)

Some stuff I am reading today morning:

Sensex hits 80,000 mark (Fortune)

Global military spending hits record 200 Lakh Crores (BW)

Centre stops release of monthly GST data (BT)

The bear case for US stocks (The Street)

Switching tax regimes while filing returns (MC)

Age based asset allocation (Oblivious Investor)

Lending money to friends & family (NPR)

The biggest obstacle for most investors (Terry Smith)

How to survive irrational markets (David Einhorn)

Changing your behavior for better investing (Big Picture)