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Links

Linkfest : August 23, 2017

Some stuff I am reading today morning:

Caution for Birla MF Investors (MF Critic)

Walk away, Mr. Murthy (Omkar Goswami)

Record reserves turn costly for RBI (Bloomberg)

Bandhan Bank prepares for IPO (Mint)

IPO Review: Apex Frozen Foods (S P Tulsian)

Stock Talk: Wonderla Holidays (Ravichand)

Brokerage stocks zoom (BL)

Are Large Cap Funds losing sheen? (Vipin Khandelwal)

Research: A half century of macro momentum (AQR)

Instructive: A 2005 Article on Pharma Kids (BL)

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Image

Infosys-Picture Abhi Baki Hain

Grab your popcorn and tune in.

 

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Chart

Its a Bubble, its the NASDAQ, No its Bitcoin

Source: Bloomberg

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Cartoon

The Real CEO

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Links

Linkfest: August 22, 2017

Some stuff I am reading today morning:

BSE to delist 200 companies (ET)

Around 100 brokers under lens for helping shell companies (Mint)

The men and boys of Indian Banking (Tamal)

IPOs : A Game Changer for Insurance Industry (BL)

Management Meet: Shakti Pumps (Amit Jeswani)

The rise and fall of Bhushan Steel (HT)

Infosys fight isn’t a Tata redux (Andy)

Markets are losing their patience with Trump (Bloomberg)

Buffett’s deal making woes continue (FE)

Managing sequence of return risk (Common Sense)