Some stuff I am reading today morning:
Oil plummets 30% as price war breaks out (CNBC)
Gulf Stock markets crash (Khaleej Times)
Credit & Funding markets are starting to crack (J P Morgan)
Yes Bank founder Rana Kapoor arrested (Rediff)
Yes Bank-DHFL nexus (TOI)
The birth, rise and fall of Yes Bank (Indradeep Khan)
Inside the house that Rana Kapoor built (Mint)
RBI move casts shadow on AT1 Bonds (BS)
How Buffett holds (Focused Compounding)
Don’t catch a falling knife (Michael Batnick)
Some stuff I am reading today morning :
Yes Bank placed under Moratorium ( RBI )
Yes Bank : Bye, Bye Shareholders ( Subramoney )
PSU Banks share swap ratios announced ( BS )
EPFO cuts interest rate to 8.5% ( FE )
SBI Cards IPO heavily oversubscribed ( MC )
US Rates are headed towards zero ( Gundlach )
Why is the gap between large and small cos growing ? ( Larry Swedroe)
On perspective in the markets ( Albert Bridge )
Coronavirus decimates the airline industry ( NYTimes)
Gold is a Chameleon ( Daily Reckoning )
Some stuff I am reading today morning :
Telcos asked to pay AGR dues in full ( FE )
Govt detaches PSUs from AGR case ( ET )
SC lifts RBI Crypto Ban ( Mint)
Transcript of Prashant Jain’s Conference Call ( DropBox )
Interview with Neelesh Surana ( OB )
IPO Review : Anthony Waste ( BS )
Savings account has done better than ELSS Sips ( Vivek Mashrani )
Could Treasury Yields fall below 0 ? ( Barrons)
Its too late ( Blaire Belle Curve )
Wall Street rallies behind Biden ( NY Times)
Some stuff I am reading today morning :
Fed cuts rates by 50 bps (TRB )
SBI Cards bulls hit panic button ( ET )
Ramesh Damani advises caution ( CNBC )
Rupee closes above 73 ( BS )
Are life insurers equipped to sell health plans? ( Mint )
The coming corporate debt crisis ( BS )
Inside India’s retail credit boom ( Malini Goyal )
The rise of Indian Fintechs ( OB )
My thoughts about the Corona Virus ( Ray Dalio )
Howard Marks latest Memo to shareholders ( Oaktree Capital )
Some stuff I am reading today morning :
Stocks surge as Central Banks vow to act ( NY Times )
SBI Cards IPO is a valuation disaster ( Anurag Singh )
How SBI Cards stacks up against peers ( ET )
Yes Bank needs rescue from a steady ship ( Mint )
India Manufacturing activity remains strong ( BL )
Interview with S Naren ( ET )
Power Ministry against further disinvestment in NTPC, Powergrid ( BS )
Corona panic ( Morgan Housel )
The P/E multiple tells you nothing ( Marcellus)
7 traits to identify fraudulent companies ( Jim Chanos )