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Linkfest: 06 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Unichem (Sarvesh Gupta)

US designates China as a ‘Currency Manipulator’ (CNBC)

China suspends purchases of US farm products (SCMP)

Rupee suffers biggest fall in 6 years (ET)

Reliance liabilities jumps to $65 Billion (FE)

FM plans sector specific steps to alleviate woes (BS)

Real estate slump may not be over yet (Mint)

Flipkart ‘beaten’ by govt e-commerce platform (Rediff)

Why the stock market must go down (TRB)

Learning from Charlie Munger (Safal Niveshak)

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Tax

Only 60%

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Tweets

Upside Down World

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Quotes

Buying the Bargain

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Links

Linkfest: 05 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan)

Spandana Sphoorty IPO opens today (MC)

India tumbles out of $2 Trillion Market Cap Club (ET)

How a shadow banking crisis is hurting auto sector (BS)

SBI seeking divine intervention (Mint)

Notes from India Wealth Management Conference (Subramoney)

New growth model for Indian Pharma (OB)

Best tax free Bonds 2019 (Basu Nivesh)

Latest Memo: On the other hand (Howard Marks)

Munger and Icahn make oil investing easy (Advisor Perspective)