Some stuff I am reading today morning:
Kotak Bank-Yes Bank : A deal amid adversity? (MC)
IL&FS saga opens a Pandora Box (BL)
Ambani in talks to buy Hathway (ET)
The easy money era is over in India (BQ)
Rs.1 Trillion Railway station modernisation plan (BS)
Liquid Funds see massive outflow (DigitalFC)
Tax on Equity Investments (Mint)
Ignore the “Druckenmiller is bearish” headlines (Macro Tourist)
Stock Market Peaks (Michael Batnick)
Stop it, Private Equity (Preston McSwain)
Some stuff I am reading today morning:
All eyes on RBI (Mint)
Oil shock has already started in the Emerging Markets (BQ)
PSU IPOs get cold shoulder from investors (ET)
Airbnb in India (Fortune)
Amul’s focus on dark chocolates (BS)
On midcap and smallcap returns (80-20 Investor)
Is it time to buy? (Deepak Shenoy)
Exception to the rule (Of Dollars & Data)
The start of the loonie Bull Run? (Macro Tourist)
How to beat the Index (John Rogers)
Some stuff I am reading today morning:
Govt takes control of IL&FS (Mint)
Why no oil price cut is Modi’s smart move (ET)
RBI cracks the whip on private Banks (BQ)
Smallcap Index Cycles (Nooresh)
Interview with Udayan Mukherjee (MC)
Company Profile: Avenue Supermarts (Forbes)
The Interview with Howard Marks (Tim Ferris)
GE’s $500 Billion Market Wipeout (BQ)
Trump calls India “Tariff King” (CNBC)
How Indian Americans came to run half of America’s motels (NatGeo)
Some stuff I am reading today morning:
FPI outflow hits 4-month high (MC)
Midcaps,Smallcaps see biggest monthly fall since Oct 2008 (Rediff)
Brent crude oil hits 4 year high (Reuters)
IL&FS lenders tighten the screws (ET)
Mumbai police files case against 300 NSEL members (BL)
Chennai Motown rocked by labour unrest (DigitalFC)
Madhu Kapur Vs Rana Kapoor (Mint)
Taking from the poor and giving to the rich (Amit Varma)
Undervalued financial advice (Common Sense)
4 financial laws for kids (Humble Dollar)
Some stuff I am reading today morning:
IL&FS Financial Services defaults on 395 Crores (Mint)
SEBI asks MFs to furnish details about NBFC exposure (ET)
Is Uday Kotak next? (Hemindra Hazari)
Flop show of Aavas Financiers IPO (MC)
IPO Review: Dinesh Engineers (BQ)
The Reliance Naval Disaster (BS)
Company Profile: Motilal Oswal (Fortune)
The “DotCon” stupidity (Macro Tourist)
Different kinds of smart (Morgan Housel)
Competing to win (A VC)