Some stuff I am reading today morning:
Whats in store at RIL 43rd AGM? (BS)
GVK default may singe group firms (Rediff)
India Inc on China+1 (Balaji Vaidyanath)
Biocon Biologics to ramp up production of Itolizumab (Mint)
Avenue Supermarts rating ‘Sell’ (FE)
Stock Talk: Mayur Uniquoters (Value Pick)
Govt likely to rebalance CPSE ETF basket (CNBC)
Beware when stock analysts scream ‘Buy’ (Market Watch)
5 Thoughts about a world with no yield (Common Sense)
Haggling (A VC)
Some stuff I am reading today morning:
Qualcomm to invest in Jio Platforms (Mint)
What analysts are expecting in Reliance Industries AGM (CNBC TV18)
Stock market rally takes valuations to pre Covid levels (BL)
Covid-19 to hurt life insurance industry (FE)
HDFC Bank to probe lending practices at vehicle unit (Bloomberg)
Investors fume after Mutual Funds underperform FDs/PPF (RJ)
Notes from 2020 Annual Report of TCI Express (Kumar Saurabh)
PSU Stocks: Pride Or Prejudice ? (Gurpreet Singh)
The secretive Wall Street investor with Billion $ Medicine Cabinet (Forbes)
Bill Nygren 2Q2020 Market Commentary (Oakmark)
Some stuff I am reading today morning:
Vodafone Idea defaults on payments to tower firms (BS)
RIL-BP fuel retailing joint venture commences operations (FE)
Govt plans to raise 20,000 Cr by selling stakes in Coal India, IDBI Bank (BS)
TCS results disappoint (Mint)
Gold’s rally is just getting started (CNBC)
PPF Vs Sukanyya Samriddhi (Zee Business)
20 Potential Bonus & Split Candidates (Ventura)
Comparing now to the Nasdaq boom of the 90s (Irrelevant Investor)
The Great Illusion of the Stock Market (David Abrams)
Will Masa have the last laugh? (Forbes)
Some stuff I am reading today morning:
MF Equity inflows at four year lows (BS)
Govt wants Place of Origin Tag by 01 August (Mint)
Interview with Raghuram Rajan (CNBC)
Stock Analysis: ADF Foods (Dr Vijay Malik)
Perfect Timing in Debt funds (MF Critic)
Inside China’s stock market frenzy (Bloomberg)
A tale of two markets (Seeking Alpha)
Tech Vs Everyone Else (Crossing Wall Street)
The danger of learning from your mistakes (Validea)
The Slack Social Network (Stratechery)
Some stuff I am reading today morning:
ADIA may invest $ 1 Billion in Jio Fibre (ET)
Retail investors may get to invest in REITs (Mint)
City gas distribution companies under pressure (BS)
The Life & Death of ‘Biscuit King’ Rajan Pillai (Kochi Post)
Investing in Holding Cos (2Point2Capital)
Kerala’s remittance rush may be over for good (ET)
Explaining the 2020 Stock Market (Common Sense)
5 Reasons why Dividend Investing beats Capital Gains Investing (Seeking Alpha)
The best way to invest (Julian Robertson)
Do fundamentals still matter? (Cliff Asness)