Some stuff I am reading today morning:
Strong growth at HDFC Bank (BQ)
How India’s airlines are getting by without a bailout (Mint)
Residential unit sales at 10 year low (BS)
Jamie Dimon’s warning for the US economy (CNBC)
EU recovery fund plan hangs in balance (Reuters)
Granules India-A Value Migration Story (TankRich)
A Questionable Rollover at HDFC MF (MF Critic)
Cash-Critical and Unloved (Subramoney)
Bill Miller 2Q 2020 Letter (Miller Value)
On Speculative Booms (Jamie Catherwood)
Some stuff I am reading today morning:
Indian Banks are in for a Rs. 20 Trillion hole (Mint)
Why Aramco-RIL deal has hit a roadblock (Rediff)
Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)
Sale of houses at decadal lows (FE)
Related Party Transactions at IFB (Aurum Capital)
Hatsun in trouble (R S Sodhi)
Rupa: The inside story (Fortune)
China’s manic traders Vs Communist Party (Bloomberg)
Rebalancing is still everyone’s main risk management strategy (CS)
5 Stories (Morgan Housel)
Some stuff I am reading today morning:
Chairman’s speech at Reliance 43rd AGM (BSE)
Why we invested in Jio (Google)
Reliance AGM was the world’s largest virtual AGM (Rediff)
BSE IT index climbs to record high (FE)
Yes Bank FPO in difficulty (BS)
NTPC gets foothold in Africa (Mint)
Nifty below 10700-A pause or a crack? (Nooresh)
Tech cos curb real estate expenses (CNBC)
What risk isn’t (Nick Maggiulli)
Gold’s new all time high will have to wait (Market Watch)
Some stuff I am reading today morning:
Yes Bank garners 4500 Cr from anchor investors (FE)
MFs pare weighting in healthcare and pharmaceutical stocks (BS)
Flurry of senior level exits at HDFC Bank point to revamp (Mint)
Trump ends Hong Kong’s preferential status (Reuters)
India could see a current account surplus again (CNBC)
Left Tail Risk & Left Tail Momentum (Alpha Architect)
Was that the top? (Irrelevant Investor)
Stocks turned upside down (CFA Institute)
Heads I Win (Albert Bridge Capital)
Wealth Inequality & Lottery tickets (Common Sense)
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)