Tag: linkfest

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)

Some stuff I am reading today morning:

Akshay Tritiya loses its glitter (BL)

KKR advised BOI Axa Credit Fund blows up (Mint)

The agony of being a Franklin Templeton Investor (MF Critic)

Troubles mount for Indian markets (Mint)

Huge provisions at NBFCs likely (ET)

Massive Fraud at Cox & Kings (IE)

Are Open Ended Bond Funds suitable for credit risk in India? (Dhawal Dalal)

How companies inflate their profits (Dr. Vijay Malik)

On India’s Pharma Industry (Ketan ACMA)

China owes us (CNBC)

Some stuff I am reading today morning:

Franklin Templeton winds up 6 debt schemes (ET)

RBI’s TLTRO 2.0 flops (BS)

Chinese investors flummoxed by India’s new investment rules (Reuters)

Govt freezes DA,DR hikes for employees & pensioners (Mint)

Havard Professor reaps 17,000% return (BS)

Alembic Pharma :Highest revenues, profits (BL)

Time to be cautious on Pharma & FMCG (Nooresh Merani)

An All-Weather Portfolio (Free Fincal)

Diamonds need some new best friends (Bloomberg)

Video: The Art of Survival (Ian Cassel)

Some stuff I am reading today morning:

US warns Iran (CNBC)

Corona Virus Vaccine expectations getting ahead of science (Mint)

Reliance-Facebook deal is a wakeup call for Amazon, Flipkart (BS)

Tea planters’ cup of woes is running over (Rediff)

The Comedy of Investing (Anand Sridharan)

How to identify if a company is misallocating capital (Dr Vijay Malik)

Gold will do well, but don’t overpay (Katusa)

Stock market rebound not reflecting reality (Howard Marks)

Thoughts on Berkshire’s deployable cash (Rational Walk)

What’s different this time (Morgan Housel)

Some stuff I am reading today morning:

Facebook invests in Reliance Jio Platform (NSE)

The Crude episode and the risk of running a brokerage business (Nithin Kamath)

Brokers planning to drag MCX into court (BS)

Lockdown is a solution looking for a problem (Rajiv Bajaj)

Covid-19: A pessimistic view (Subramoney)

Covid Capitalism is flirting with socialism (Puja Mehra)

World risks ‘biblical’ famines due to pandemic (BBC)

The Fed can’t print gold (BofA)

The Practice of Value Investing (Li Lu)

Marketing class with Jim Senegal, Founder of Costco (Paige Doherty)