Some stuff I am reading today morning:
Presentation by FM to revive economy (Nirmala Sitharaman)
US China trade war intensifies (CNBC)
11 reasons why a US economic crisis is imminent (Zero Hedge)
PMO clears BSNL-MTNL revival (ET)
Small channels in panic mode (BS)
PayTM Money expects 50% market share in Direct MF segment (BL)
Increase in net worth (Subramoney)
Know your country (G Maran)
Amazon’s tiny profits explained (Vox)
Obituary: Arun Jaitley (Mint)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Neogen Chemicals (Manish Gupta)
Alpha Ideas 20 20 Presentation: Muthoot Finance (Priyan Kondoth)
Unprecedented financial sector crisis in 70 years (Niti Aayog)
New SEBI norms are a tax bonanza for FPIs (BL)
Why NTPC is getting the cold shoulder (Mint)
Indians pawning family gold amid credit crunch (Reuters)
The 5 dimensions of variant perception (CFA Society)
Here comes the #TrumpRecession (Barry)
Why US CEOs should fear a recession (ET)
How to lose a lawsuit- accuse a fund for over charging (Morningstar)
Some stuff I am reading today morning:
CG Power: A financial thriller on Dalal Street (MC)
Mukesh Ambani has a gas problem (BS)
Small Cap investing may not be worth it (Dhirendra Kumar)
The revolt against food delivery apps (Mint)
Alarm bells ringing for India telecom industry (Kush Katakia)
It will take 2 years to come out of economic slump (Bimal Jalan)
Who will be the next Unicorn from India? (OB)
How to identify a consensus (Ritesh Jain)
Why value investing works (Nick Kirrage)
Why Complexity Sells (Morgan Housel)
Some stuff I am reading today morning:
CBI at Chidambaram’s door (Mint)
Income Tax raids on Oberoi, Capacite (ET)
CG Power rocked by suspect transactions (FE)
Company Profile: Vishal Mega Mart (Forbes)
McKinsey sees repeat of Asia debt crisis (BS)
Session by Neelkanth Mishra (CFA Society)
HUF is losing its charm as a tax saving tool (Rediff)
Geriatric Care: Costs (Subramoney)
Forget about “target price” (AM)
The Red Queen of Investing (Nick Maggiulli)
Some stuff I am reading today morning:
Alpha Ideas 20 20 Presentation: Tasty Bites Eatables (Rishi Maheshwari)
Alpha Ideas 20 20 Presentation: Greaves Cotton (Aveek Mitra)
What the new tax code in India may look like (ET)
Is it a good time to buy bank stocks? (BS)
Warren Buffett is buying bank stocks (NYTimes)
Lenders angry with Liberty House (Mint)
The lost art of delayed gratification (Morningstar)
Small Cap Investing (Amit Jeswani)
Who has the most impressive investment track record? (CS)
The long engagement (A VC)