Oil >60$. Reduces India fiscal space. US 10 year 2.40%. Yields inching up. Less room to drop interest rates here.Growth needs harder work.
— Uday Kotak (@udaykotak) October 30, 2017
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Linkfest: October 30,2017
Some stuff I am reading today morning:
IDFC Bank,Shriram set to call off merger talks (ET)
11,000 Crores worth of IPOs this week (MC)
IPO Review: Mahindra Logistics (IPO Central)
Listing plans of the HDFC Group (Deepak Parekh)
Are the decks clearing for a RBI rate hike? (Mint)
Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)
The biggest stock collapse in world history (Bloomberg)
Money for nothing (Seth Godin)
Bitcoin-Errors of Omission/Commission (Howard)
I Scam Yous (A VC)
Source: Aswath Damodaran
The difference between Trading (The Pricing Game) & Investing (The Value Game)
Source: Ambit Research
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Linkfest: October 26, 2017
Some stuff I am reading today morning:
PSU Bank bears get short squeezed (BL)
The Bond Market is the loser in the Govt’s recap plan (Mint)
The ambitious Bharatmala project (FE)
Insurance firms continue to disappoint (BS)
25 Years on,Indian Telephony at crossroads (Rajeev Chandrasekhar)
RCom to shut it’s 2G wireless business (ET)
Reliance Nippon Asset Management IPO (Subramoney)
The Bitcoin Boom (Aswath Damodaran)
Value Investing-Some Suggestions (Market Fox)
A funds flow theory for value & momentum investing (AA)