Some stuff I am reading today morning:
US Cities are burning (CNN)
Modi indicates restricting of imports (BS)
Why Airtel should seek out Google (ET)
Indian dream factory turns into nightmare (Mint)
India’s yield curve looks unhealthy (Andy Mukherjee)
How to evaluate stocks today (Aswath Damodaran)
The largest ever physical transfer of gold (Zero Hedge)
What we leave behing (Prof Galloway)
Bubble behavior during a Depression (Common Sense)
Betting on Bricks (Humble $)
Some stuff I am reading today morning:
Monsoon to hit Kerala on June 1 (BS)
Trump to have a conference on China today (CNBC)
Google eyes stake in Vodafone Idea (ET)
How pessimism on banking stocks led to a short squeeze (BL)
Gold loans come to the rescue of small businesses (BT)
How Covid-19 has ravaged Mumbai (BBC)
Labour flees Bengaluru (Mint)
A failure story from Silicon Valley (Gagan Biyani)
The law of holes (Icecap Asset Management)
Webinar on Indian economy with Dr. Subbarao & Dr. Montek Ahluwalia (YouTube)
Some stuff I am reading today morning:
Govt to discontinue 7.75% taxable bond scheme (BS)
Microsoft may take a $ 2 Billion stake in Reliance Jio (Mint)
The monetisation question (D Subbarao)
EU proposes 750 Billion Euro CoronaVirus recovery fund (ET)
How Covid-19 is affecting the ailing auto sector (Forbes)
Interests on deposits drops to 17 year low (FE)
Hindsight Bias Free for All (Barry Ritholtz)
Could anyone have predicted Buffett’s success? (Evidence Investor)
Trump goes after social media companies (Zero Hedge)
Hong Kong’s future as a financial center does not bode well (SCMP)
Some stuff I am reading today morning:
Fitch projects Indian economy to contract by 5% (ET)
Crisil says pre-Covid levels back only after 3 fiscals (BS)
Locusts attack India (The Diplomat)
Interview with Sanjiv Bajaj (ET Now)
Inside Marico’s pandemic plan (Forbes)
How HDFC Life is managing in a post covid world (Mint)
The biggest bubble (Amit Jeswani)
Is stable coin the next big thing in eCommerce? (HBR)
Musings on the US markets (Brooklyn Investor)
Taleb Vs Asness (Market Watch)
Some stuff I am reading today morning:
Kotak gets shareholder nod to raise $ 1 Billion (TOI)
Promoter to sell 2.75% stake in Bharti Airtel (BS)
MFIs fear moratorium extension will increase stress (ET)
Air Travel gets painful (Mint)
How a spat revealed Punjab’s liquor nexus (Rediff)
Stock Talk: Titan (Jana)
Deepak Fertilizers: Preying on market price? (IIAS)
Why smart investors are buying gold (FE)
CTFD (Anand Sridharan)
WHO pauses trial of HCQ (Reuters)