Categories
Links

Linkfest: 15 October, 2019

Some stuff I am reading today morning:

Is IRCTC different from other PSUs? (ET)

Abhijit Banerjee’s prescription for Indian Economy (Scroll)

Banks can now lend to InvITs (FE)

SIPs start showing signs of weakness (BS)

Stock Analysis: IEX India (Candor Investing)

On the fate of BSNL/MTNL (Kush Katakia)

Masayoshi Son: Conviction or Compulsion? (Succinct by Vikas)

Don’t fight the fiscal (Macro Tourist)

The price of certainty (Microcap Club)

Calculating free cash flows- 5 Examples (Focussed Compounding)

Categories
Exchange Filings

Bank of Baroda: On Auto Pilot

Categories
Chart

Financial Repression

Hat Tip: Manish Gunwani

Categories
Realty

The 9 Lakh Crore Problem

Categories
Links

Linkfest: 14 October, 2019

Some stuff I am reading today morning:

IRCTC to list today (MC)

Retail Investors give RIL a surprise in Alok Industries (ET)

Private power producers Vs NTPC (FE)

Triple whammy of India’s real estate crisis (BS)

Deleveraging at Essar (BT)

Startup: Big Basket (Mint)

Spinning gold out of garbage (Rediff)

On Non-Ergodicity (Prof Bakshi)

Dead weight in debt fund portfolios (MF Critic)

How Fogg stays ahead in deos (BS)