India moves up from 130 to 100 in the World Bank ease of doing business rankings for 2017. Improvement in 9 out of 10 indicators.
— Rahul Kanwal (@rahulkanwal) October 31, 2017
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Linkfest: October 31, 2017
Some stuff I am reading today morning:
Lenders to take over Anil Ambani’s RCom (Quint)
How Viral Acharya’s presence moved the bond market (ET)
Mahindra Logistics IPO opens today (Mint)
SEBI’s diktat on Aadhar spooks foreign investors (BS)
Hindustan Aeronautics gets SEBI nod for IPO (BL)
AllCargo Logistics: Turnaround story? (RJ)
Finally time to buy stock market vol? (Macro Tourist)
5 Questions-When to sell? (Barry)
The full reset (Collaborative Fund)
10 Questions I am pondering about the markets (Ben)
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Investment Conferences Explained
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Mega Trend: India’s Sweet Tooth
Source: Ambit Research
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Growth needs harder work
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