Some stuff I am reading today morning:
RIL Rights issue opens today (Mint)
Franklin may take over 5 years to return funds (ET)
Bharti gives Jio a run for its money (FE)
Non essential retail is back (BS)
Facebook Shops launched (SMH)
Indian MNCs & their unlisted subsidiaries (Balaji Vaidyanath)
Stock Analysis: Filatex India (Dr Vijay Malik)
Where Vallabh Bhansali sees opportunity (Morningstar)
Reinhart & Rogoff: This time really is different (BQ)
The Three Sides of Risk (Morgan Housel)
Some stuff I am reading today morning:
Interview with Fed Chair Jerome Powell (CBS)
Moderna reports success on initial Coronavirus vaccine trial (CNBC)
Coal India under financial stress (FE)
Swiggy lays off 1100 employees (BS)
Many firms see hopes of revival dwindle (Mint)
Indian real estate: A House of Cards (Pooja Sarkar)
A strategic view on Indian Pharma (Kiran Dhanwada)
Softbank Investor Presentation (Softbank)
Nothing fails like success in the stock market (Common Sense)
Is Value a Value Trap? (AM)
Some stuff I am reading today morning:
Now farmers can finally breathe (Deccan Herald)
Markets disappointed with FM’s package (ET)
Will Reliance’s 20 Year Big Tech Pivot succeed? (A Junior VC)
Two SME Stocks ( Dhruva Pandey)
Paradise Lost: The exodus from Gulf (Mint)
Lockdown Economics & Pandemic Policy (Dr Virmani)
Interview with George Soros (Project Syndicate)
Investing in a crisis (Bill Nygren)
In Flew Enza (Albert Bridge Capital)
Get ready for the commercial real estate apocalypse (Medium)
Some stuff I am reading today morning:
Highlights from FM’s press conference yesterday (FE)
Who will rescue the Public Sector Banks? (MC)
MFIs to benefit from FM’s measures (Mint)
Indian steel makers double down on exports (Mint)
Is Reliance beating its Cost of Capital? (Zaid Munshi)
US planning move to manufacture essential drugs in US (CNBC)
The lesson of history (Peter Bernstein)
A key lesson about Trading (JFA)
Why assets will crash (DR)
Interview with Stanley Druckenmiller (ECNY)
Some stuff I am reading today morning:
FM’s Atma Nirbhar Presentation – Part I ( BL)
FM’s big bang package for MSMEs (BS)
Will 2020 be a year of reforms? ( ET)
Power discoms get 90,000 Cr liquidity lifeline (Mint)
The remaking of Indian Capitalism (Marcellus)
Mathematics of Investing (Anand Sridharan)
Interview with David Tepper (CNBC)
The misuse of market valuation (Validea)
Paul Tudor Jones & Stanley Druckenmiller interview (AM)
Location & Work (A VC)