Categories
Links

Linkfest: 29 January, 2019

Some stuff I am reading today morning:

Exposure of Mutual Funds to Essel Group firms (Morningstar)

US files criminal charges against Huawei (CNBC)

Hero Fincorp leads race to buy Aadhar Housing (ET)

Another PSU Bank recapitalization (FE)

Rahul Gandhi promises minimum income for the poor (Reuters)

Why India must seriously invest in indigenous Defence industry (Milind Deora)

Dilip Sanghvi lost 60% of his wealth in 4 years (Rediff)

Once a Caver, always a Caver (Macro Tourist)

Samuel Andrews: The man with the Billion $ Ego (Farnam Street)

In or Out? (Irrelevant Investor)

Categories
Excerpts

Market Performance Before & After Elections

Source: Morgan Stanley Research
Categories
InvestorPresentations

RBL Bank : Relentless Execution

Source: nvestor Presentation of RBL Bank

Categories
Tweets

Zee: Positive Reply

Categories
Links

Linkfest: 28 January, 2019

Some stuff I am reading today morning:

Zee claims understanding with Lenders, MFs (ET)

Modi may announce agri package today (FE)

MSCI rejig may cost $1 Billion outflow (BL)

Vodafone Idea’s 25,000 Cr Rights issue (FC)

Siddhartha proposes, IT Dept disposes (BS)

Has Maruti Suzuki lost track? (Mint)

India’s banruptcy reforms languishes in Courts (Reuters)

Survival as a perfomance measure (Ian Cassel)

The most powerful person in Silicon Valley (FC)

My speech at Davos (George Soros)