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Pabrai on Indian Real Estate Stocks
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Chart: Long Term Debt Cycle
Source: Ray Dalio
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Linkfest: 28 April, 2020
Some stuff I am reading today morning:
Reliance Industries to consider rights issue (BS)
Interview with RBI Governor Das (Cogencis)
Time is running out for Mumbai Real Estate ( Vishal Bhargava)
The staggering rise and incredible fall of B R Shetty (ET)
FinTech boom falters (Mint)
Analysts betting big on chemical cos (BL)
Stock Talk: DMart (Jana)
An explainer – How the Indian Banking system works (Prof Ananth Narayan)
Ignore, Avoid, Reject (Anand Sridharan)
Central Banks may scrap inflation targeting (CNBC)
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Simple but not easy
