Some stuff I am reading today morning:
FPIs in selloff mode (BS)
Blackout threat looms as discoms collection peters out (ET)
Govt orders to waive rents impinge on contractual rights (FE)
Returns on gold sparkle (Mint)
Nifty+ Nifty Next 50- What’s a good mix? (Free Fincal)
How sovereign gold bonds outshine other asset classes (BL)
Its just another manic market (Common Sense)
Berkshire Hathway 2020 Annual Meeting Transcript (Rev)
Letter to Investors (Vallum Capital)
Legal Monopolies (Amit)
Some stuff I am reading today morning:
Fed leaves rates near zero (BS)
Gilead’s Remdesivir to be given to Covid patients (CNBC)
Indians venture into US stocks (ET)
SC dismisses Vodafone Idea’s plea for tax refund (FE)
Pandemic triggers crisis in Mutual Fund Industry (Mint)
Navigating through the Covid-19 Crisis (Sameeksha Capital)
Expected Returns from investing in Indian Insurance Cos (OSF)
Not all Gross Margin is the same (A VC)
5 Stocks account for 20% of S&P 500 ( NY Times)
Podcast: John Maynard Keynes’s Art Portfolio (Voxeu)
Some stuff I am reading today morning:
Small MFIs turn vulnerable to default (ET)
How Covid-19 could benefit the dairy industry (FE)
FMCG cos tighten supplies to Future Retail (Mint)
How Promoters benefit themselves using Third Party Transactions (Dr Vijay Malik)
Timing, Luck & Surviving (A VC)
Talk is Cheap ( Nick Maggiulli)
Trend Following is Everywhere (Alpha Architect)
Ramesh Damani interviews Madhav Bhatkuly (You Tube)
Who will pay for it all? (Daily Reckoning)
Interview with Carl Icahn (You Tube)
Some stuff I am reading today morning:
Reliance Industries to consider rights issue (BS)
Interview with RBI Governor Das (Cogencis)
Time is running out for Mumbai Real Estate ( Vishal Bhargava)
The staggering rise and incredible fall of B R Shetty (ET)
FinTech boom falters (Mint)
Analysts betting big on chemical cos (BL)
Stock Talk: DMart (Jana)
An explainer – How the Indian Banking system works (Prof Ananth Narayan)
Ignore, Avoid, Reject (Anand Sridharan)
Central Banks may scrap inflation targeting (CNBC)
Some stuff I am reading today morning:
Akshay Tritiya loses its glitter (BL)
KKR advised BOI Axa Credit Fund blows up (Mint)
The agony of being a Franklin Templeton Investor (MF Critic)
Troubles mount for Indian markets (Mint)
Huge provisions at NBFCs likely (ET)
Massive Fraud at Cox & Kings (IE)
Are Open Ended Bond Funds suitable for credit risk in India? (Dhawal Dalal)
How companies inflate their profits (Dr. Vijay Malik)
On India’s Pharma Industry (Ketan ACMA)
China owes us (CNBC)