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Linkfest : 12 October, 2018

Some stuff I am reading today morning:

PSU Buyback: An opportunity in a volatile market (MC)

Top Brewers raided by CCI (Reuters)

Why IT firms are forced to let the senior techie go (ET)

Advent buys Kedaara stake in Manjushree Technopack (Mint)

India’s Mutual Fund Carnage (Andy Mukherjee)

Interview with Sushant Bansali (FE)

The revival of L&T Finance Holdings (Forbes)

Time Horizon Vs Endurance (Morgan Housel)

The best date to start a SIP (Free Fincal)

The biggest buyers of US stocks aren’t buying (NYTimes)

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Links

Linkfest: 11 October, 2018

Some stuff I am reading today morning:

US Stocks plunge (NYTimes)

Trump blames ‘crazy Fed’ for stock sell-off (SCMP)

Govt is stepping up efforts to improve liquidity (ET)

The strange case of Ashapura Intimates (BS)

IL&FS’ transaction with MCX under investigation (MC)

Indigo loses half its market capitalization (BQ)

Little hope for Tata Motors (Mint)

On PMS Portfolios (RJ)

The challenges of market cycle timing (Validea)

US Markets at a tipping point (Zero Hedge)

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Links

Linkfest: 10 October, 2018

Some stuff I am reading today morning:

The mystery behind record outflows from liquid funds (Mint)

India’s CAD worries (FE)

Are pipe companies a good investment idea? (BS)

Tata Motors hits 7 year low (MC)

Market panics & strategy (Morningstar)

Interview with Ajay Piramal (You Tube)

Interview with Raamdeo Agrawal  (BL)

The aviation dreams of Singh Brothers (BQ)

Market Lessons (Mystic Wealth)

On Herd Mentality (Real Wealth Farmer)

Categories
Links

Linkfest: 09 October, 2018

Some stuff I am reading today morning:

IL&FS jitters erode 12.5% of MF assets (BS)

Rupee closes at all time low (BQ)

HFCs cut down disbursements (ET)

Confessions of an Equity Analyst (VRO)

Is this time different for emerging markets? (Mint)

Why emerging markets matter (Swedroe)

Migrant workers flee Gujarat affecting industries (FE)

India will import Iran oil (CNBC)

Club Mahindra- My biggest financial mistake (TFL)

Many parallels between Tesla & Lehman Brothers (AM)

Categories
Links

Linkfest: 08 October, 2018

Some stuff I am reading today morning:

RBI springs a surprise (Morningstar)

Tax relief for IPOs, FPOs, ESOPs (MC)

HNIs, retail investors shun IPOs (Mint)

Britannia wants to make its 100th year memorable (Rediff)

Sector Watch: Airline Stocks (OB)

Rana Kapoor: Controversy’s Child (Digital FC)

Investors should ‘calibrate’ their portfolios (Howard Marks)

My favourite investing story of all time (DR)

Risk Management (Morgan Housel)

Interview with Felix Grandluckmeister (PAL)