Some stuff I am reading today morning:
No extension of the Financial Year (IT)
Interview with Rajiv Bajaj (BS)
Lockdown hits power demand (Mint)
Virus devastates the Poultry industry (OB)
Contagion in India’s banking sector (Forbes)
Watch what the Chinese do (Bronte Capital)
The US 2020 deficit will explode to 18% (Morgan Stanley)
Alpha is truly ‘fleeting’ (Barry Ritholtz)
Revolutionary Electric Car battery from BYD (ATimes)
Berkshire Hathway & the Coronavirus crash (Rational Walk)
Some stuff I am reading today morning:
RBI’s Bazooka gets muted response from markets (BS)
FPIs pull out 1 Lakh Crores in March (FE)
Oil rich wealth funds selling stocks (CNBC)
How is my personal money invested? (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (Value Pickr)
ITC- Is ‘Capital Misallocation’ a Narrative Fallacy or Reality? (Ahmed Madha)
How I managed my portfolio in the crisis (Bill Ackman)
Long Toilet Paper, short Equities (Behavioral Investment)
Managing Capital in a downturn (AM)
Its Over (Daily Reckoning)
Some stuff I am reading today morning:
GoI announces welfare package for the poor (Forbes)
On the Stock Market Crash (Chaitanya Dalmia)
Can’t have a business plan with zero cash flow (Rakesh Biyani)
CRISIL cuts India’s growth forecast to 3.5% (BS)
How BSE,NSE have kept the stock markets running (BL)
Listed firms allowed to delay AGMs by a month (FE)
The great Dollar Shortage (James Rickards)
A warning from the Great Depression (Daily Reckoning)
Seth Klarman sees bargains (Yahoo)
Virus leaves all landlords under the same leaky roof (Reuters)
Some stuff I am reading today morning:
India’a largest human quarantine in history (CNBC)
Govt likely to announce $ 20 Billion Stimulus Package (BS)
Credit & Fixed Income Markets need help (Prof Ananth Narayan)
NHAI to stop collecting toll across India (ET)
Everything you needed to know about Kotak Bank (Stocks & Biceps)
Oil may fall to $10 a barrel (Guardian)
Corporate Socialism (Nassim Taleb)
How the Pandemic will end (Atlantic)
Chinese Virus & Indian markets (Muthu)
3 Things I feel strongly about ( Validea)
Some stuff I am reading today morning:
India goes into 21 Day lockdown (IE)
Tax Deadlines now June 30 (NDTV)
No shutting of the stock markets (FE)
Mumbai real estate likely to crash (MC)
Equity-Never so bad, so quick.What’s next? (Nooresh)
The return of the 70s (Anantha Nageswaran)
Biggest surge in Dow since 1933 (CNBC)
Its hard to make money as a bear (Morningstar)
The essence of risk management (Irrelevant Investor)
The importance of focusing on anti-fragile businesses (AM)