Some stuff I am reading today morning:
How the PNB fraud happened (ET)
Nirav Modi-The man behind the PNB fraud (Mint)
Worst of NPAs yet to come (BS)
Banks may take 30,500 Cr hit due to rising yields (Rediff)
The double standards of PayTM’s Sharma (BL)
Stock Talk: Petronet (MC)
Indians are moving the cheese market (Quint)
It’s different this time (Macro Tourist)
Market Turmoil and Investment Serenity (Aswath Damodaran)
The advent of a cynical bubble (James Montier)
Some stuff I am reading today morning:
LTCG Tax: Grand fathering benefits may elude investors (Rediff)
Guenter’s report card at Tata Motors (MC)
More bad news for Indigo (Mint)
BSE SME platform to see 100 IPOs in 2018 (ET)
Stock Analysis: Finolex Cables (Dr. Vijay Malik)
Investors cut bond allocation to 20 year low (CNBC)
Bitcoin industry grapples with problem of inheritance (Quint)
The Complete list of Q4 Hedge Fund letters to Investors (Vintage Value)
Retirement Strategy: Floor and Upside (Retirement Cafe)
The Wealth of Sapiens (Daniel Egan)
Some stuff I am reading today morning:
How new LTCG tax with STT violates basic principles of taxation (Uma Shashikant)
Alarm over Modi’s protectionism (Arvind Panagariya)
WhatsApp payment feature is a serious threat to PayTM (Mint)
Fortis seeks 15 days extension to declare results (MC)
US Equities-Recent volatility is not a concern (Vikas)
“Alpha” in real estate (PIB)
Getting India EV ready (Forbes)
Passive my a** (TRB)
Why competitive advantages die? (Morgan Housel)
This Mutual Fund crashed by 80% in 2 days (Barrons)
Some stuff I am reading today morning:
Foreign investors face tax hits, forex risks (ET)
Global volatility may drag India this week too (BS)
Regime Change: Now it’s Sell the Rallies,Not buy the Dips (Zero Hedge)
Aster DM Healthcare IPO opens today (Quint)
How N Chandra has recast the top deck of the Tata group (ET)
Indian bankers set to rewrite corporate history (Mint)
Indigo in trouble (FE)
SEBI can now go after even ‘small schemers’ (BL)
Interview with Bhavesh Premji (MC)
When bad operating metrics are a good thing (Amit)
Some stuff I am reading today morning:
Why the stock markets are in turmoil (CNBC)
Everything is a Sell in China (Bloomberg)
For Millenial Investors, a harsh lesson in market gyrations (NYTimes)
How Bank of Baroda’s mistakes dragged it into S.Africa’s political crisis (HT)
Singh brothers resign from Fortis Board (FE)
Stock Talk: PI Industries (MC)
Allahabad Bank share sale: Staff allege coercion (Mint)
S Naren: Invest in large caps and debt funds (BS)
Three Cheers for SEBI (MF Critic)
This Kolkata guy has cracked the multi-bagger code (ET)