Categories
Links

Linkfest: 15 May, 2020

Some stuff I am reading today morning:

Highlights from FM’s press conference yesterday (FE)

Who will rescue the Public Sector Banks? (MC)

MFIs to benefit from FM’s measures (Mint)

Indian steel makers double down on exports (Mint)

Is Reliance beating its Cost of Capital? (Zaid Munshi)

US planning move to manufacture essential drugs in US (CNBC)

The lesson of history (Peter Bernstein)

A key lesson about Trading (JFA)

Why assets will crash (DR)

Interview with Stanley Druckenmiller (ECNY)

Categories
MegaTrends

Mega Trend: India Housing Market

Source: Investor Presentation of Aavas Financiers Ltd

Categories
Tweets

India has a Babu Problem

Categories
Quotes

Unconventional Not Imprudent

Categories
Links

Linkfest: 14 May, 2020

Some stuff I am reading today morning:

FM’s Atma Nirbhar Presentation – Part I ( BL)

FM’s big bang package for MSMEs (BS)

Will 2020 be a year of reforms? ( ET)

Power discoms get 90,000 Cr liquidity lifeline (Mint)

The remaking of Indian Capitalism (Marcellus)

Mathematics of Investing (Anand Sridharan)

Interview with David Tepper (CNBC)

The misuse of market valuation (Validea)

Paul Tudor Jones & Stanley Druckenmiller interview (AM)

Location & Work (A VC)