Categories
Links

Linkfest: 22 July, 2020

Some stuff I am reading today morning:

India, US closing on trade deal (Reuters)

On the results of Bajaj Finance (BS)

How Bajaj Fin lowers morat numbers by converting loans into flexi (Mr. Kumar)

Why top investors are hot on Religare Enterprises (OB)

Gold continues to shine (InvestmentU)

The Coffee Can Edge (Saber Capital)

The greatest danger investors face (Common Sense)

My favourite investing book (Howard Lindzon)

Germany wins, post pandemic (Ruchir Sharma)

The story behind China’s GDP rebound (Anantha Nageswaran)

Categories
MegaTrends

Mega Trend : India Container

Source : Phillip Capital
Categories
Chart

Closed for Business

Hat Tip : TS

Categories
Observations

HDFC Bank:When Employees own ESOPs

Amusing to see the home page of HDFC Bank giving priority to Annual Report over banking services.

Categories
Links

Linkfest: 21 July, 2020

Some stuff I am reading today morning:

New rules for eTailers (Rediff)

Two Wheeler firms step up production (Mint)

Indigo to cut 10% workforce (BS)

Why India consensus earnings estimates are off the mark (Mihir Vora)

How to revive the real estate sector (Niranjan Hiranandani)

On Mindspace Business Parks REIT (Forbes)

Stock Analysis: Century Textiles & Industries (Dr Vijay Malik)

On the Serum Institute of India (Politico)

Don’t fight the narrative (DR)

Is Silver on the brink of a major move? (Katusa)