Some stuff I am reading today morning :
Fed cuts rates by 50 bps (TRB )
SBI Cards bulls hit panic button ( ET )
Ramesh Damani advises caution ( CNBC )
Rupee closes above 73 ( BS )
Are life insurers equipped to sell health plans? ( Mint )
The coming corporate debt crisis ( BS )
Inside India’s retail credit boom ( Malini Goyal )
The rise of Indian Fintechs ( OB )
My thoughts about the Corona Virus ( Ray Dalio )
Howard Marks latest Memo to shareholders ( Oaktree Capital )
Some stuff I am reading today morning :
Stocks surge as Central Banks vow to act ( NY Times )
SBI Cards IPO is a valuation disaster ( Anurag Singh )
How SBI Cards stacks up against peers ( ET )
Yes Bank needs rescue from a steady ship ( Mint )
India Manufacturing activity remains strong ( BL )
Interview with S Naren ( ET )
Power Ministry against further disinvestment in NTPC, Powergrid ( BS )
Corona panic ( Morgan Housel )
The P/E multiple tells you nothing ( Marcellus)
7 traits to identify fraudulent companies ( Jim Chanos )
Some stuff I am reading today morning :
RBI readies rescue plan for Yes Bank ( Mint )
GST collections in Feb cross 1 L Crores ( BS )
Decoding the digital lending boom in India ( ET )
Market Decline led by panic narrative ( Holan )
Should I sell my stocks? ( Michael Batnick )
China’s economy in freefall ( CNBC )
Why is gold tanking ? (DR )
Coronavirus is causing the worst case scenario for Oil ( ZH )
Controlling the Pendulum of Emotions ( Ian Cassel)
Jim Rogers on the market meltdown ( Kitco )
Some stuff I am reading today morning :
Stocks continue to crash ( Yahoo )
A Viral Market Meltdown ( Aswath Damodaran )
Voda Idea wants to hike prices by 7x ( BS )
Sumant Kathpalia is now CEO of IndusInd Bank ( ET )
The maze of Lodha’s upcoming bond payments ( Forbes )
You’re doing it wrong ( Macro Tourist )
The 2 Big advantages for the Individual Investor ( AM )
3 Indicators of a successful early retirement ( RetireBy40 )
TheVenture Capital Math problem revisited ( A VC )
How Stewart Horeji became a Billionaire ( Ridgewood)
Some stuff I am reading today morning :
Bulls quarantined by coronavirus ( BS )
Investors can now transact in Mutual Funds directly on Stock Exchanges ( ET )
OFS in Rites Ltd ( Equity Bulls)
Amazon all set to enter India’s Food Delivery market ( Tech Crunch )
Damanis up stake in India Cements to 12% ( FE )
Are valuations in large caps justified? ( OB )
All eyes to the Fed ( Macro Tourist )
Moody : Global recession likely ( Money Life)
“1984” has come to China ( DR )
The “dark arts” campaign of Rajeev Misra, CEO of Softbank ( BI )