Some stuff I am reading today morning :
Telcos asked to pay AGR dues in full ( FE )
Govt detaches PSUs from AGR case ( ET )
SC lifts RBI Crypto Ban ( Mint)
Transcript of Prashant Jain’s Conference Call ( DropBox )
Interview with Neelesh Surana ( OB )
IPO Review : Anthony Waste ( BS )
Savings account has done better than ELSS Sips ( Vivek Mashrani )
Could Treasury Yields fall below 0 ? ( Barrons)
Its too late ( Blaire Belle Curve )
Wall Street rallies behind Biden ( NY Times)
Some stuff I am reading today morning :
Fed cuts rates by 50 bps (TRB )
SBI Cards bulls hit panic button ( ET )
Ramesh Damani advises caution ( CNBC )
Rupee closes above 73 ( BS )
Are life insurers equipped to sell health plans? ( Mint )
The coming corporate debt crisis ( BS )
Inside India’s retail credit boom ( Malini Goyal )
The rise of Indian Fintechs ( OB )
My thoughts about the Corona Virus ( Ray Dalio )
Howard Marks latest Memo to shareholders ( Oaktree Capital )
Some stuff I am reading today morning :
Stocks surge as Central Banks vow to act ( NY Times )
SBI Cards IPO is a valuation disaster ( Anurag Singh )
How SBI Cards stacks up against peers ( ET )
Yes Bank needs rescue from a steady ship ( Mint )
India Manufacturing activity remains strong ( BL )
Interview with S Naren ( ET )
Power Ministry against further disinvestment in NTPC, Powergrid ( BS )
Corona panic ( Morgan Housel )
The P/E multiple tells you nothing ( Marcellus)
7 traits to identify fraudulent companies ( Jim Chanos )