Tag: linkfest

Some stuff I am reading today morning:

Oil prices turn negative for the first time in history (BS)

How Digi Lenders are bracing for Covid Impact (ET)

China urges India to review FDI move (HT)

1000 foreign firms mull production in India (BT)

Should I invest in International Funds? (MF Guy)

Markets haven’t factored in second wave of Corona Virus (CNBC)

The Stock Market is not your benchmark (Common Sense)

Stocks could fall 50% from Feb Highs (Elliot)

…Wait, Value Managers did what? ! (Wisdom Tree)

1Q 2020 Letter to Investors (Tweedy Browne)

Some stuff I am reading today morning:

Why aren’t banks lending (Prof Ananth Narayan)

NBFCs in a quandary (MC)

NHAI turns lockdown into opportunity (ET)

More than a third of SMEs are trading below IPO price (BS)

Jewellery retailers to take Akshay Tritiya sales online (BL)

15 Lessons in 15 years of being a fund manager (Nalin Moniz)

15 years of surviving in the markets (Radhika Gupta)

How the virus crisis will change investment strategy (Gavekal)

Russia-Saudi Oil war is a fraud and a farce (Global Research)

Why the public is alienated from elites (Anantha Nageswaran)

Some stuff I am reading today morning :

Pharma stocks are on fire ( Mint )

Johnson & Johnson will have Coronavirus Vaccines by 2021 ( NY Post )

Relief for discoms will hit NTPC ( FE )

Relief for e Commerce players ( TOI )

Layoffs in media ( Money Life )

We have all stopped our SIP ( Subramoney )

In Real Life ( A VC )

How Private Equity is winning the coronavirus crisis ( Vanity Fair )

The next leg down will involve credit cards ( TRB )

US economy is seeing horrific job losses ( CNBC )

Some stuff I am reading today morning :

Asian Paints flags cash flow problems ( Money Life )

Exports fall at fastest pace in 25 years ( BS )

Real returns from FDs remain negative ( FE )

Interview with Saurabh Mukherjea ( ET )

How to know if promoters are losing commitment to the company ( Dr Vijay Malik )

Latest Memo : Knowledge of the Future ( Howard Marks )

Coronavirus Clarity ( Stratechery )

Bitcoin’s guardian angel ( Forbes )

Podcast : Value Investing in times of deep distress ( Apple )

Hunger or Disease ? ( Ruchir Sharma )

Some stuff I am reading today morning:

Property prices can fall by 20% (Deepak Parekh)

Govt to announce another welfare package (BS)

The need of an Emergency Fund (Larissa Fernand)

Why Gold matters (BL)

The investment case for Indian assets has weakened (CNBC)

Covid-19 & Equity Markets (Albert Bridge Capital)

Have small value stocks become a bargain? (Morningstar)

How to hedge your portfolio (Seth Klarman)

How some people are profiting from the Coronavirus Pandemic (New Yorker)

Worst recession in 150 Years (Daily Reckoning)