Some stuff I am reading today morning:
RBI’s move to ensure transmission of monetary policy (BS)
How a SEBI circular can lead to market selling (BL)
Why demand for power is surging in India (Mint)
Reliance Naval running out of time and cash (ET)
Cement demand may crash (FE)
Steel makers to have a poor Q2 (ET)
Stock Talk: Solara (MC)
PPF beats Mutual Funds over 5 years (Mint)
Structured Notes: Exploitation of Retail Investor (Larry Swedroe)
Some thoughts on Crypto (A VC)
Some stuff I am reading today morning:
9,300 Cr for IDBI Bank (Mint)
Will jewellery stocks lose sheen? (BS)
Interview with Deepak Parekh (MC)
Interview with Siddharth Khemka (ET)
How the Indian music industry makes money (Forbes)
Radio Industry in India is struggling (OB)
SocGen’s Newsflow indicator signals a crash (Zero Hedge)
Trade War drives ‘innocent’ Asian nations to recession (BBC)
Expected real returns are scarily low (Mr Zepczynski)
Gold in real terms (Barry)
Some stuff I am reading today morning:
Maruti Suzuki cuts output by 34% (FE)
Bad macro economic data keeps pouring in (Mint)
7 Changes in Income Tax Laws effective from 01 Sept (ET)
More than 2.6L people can lose jobs in mining sector (BS)
No takers for Jet Airways (BT)
Sahara wants SEBI to return ‘idle funds’ (BL)
Capital Allocation: Why it matters (Altais)
Valuation divergence between growth & value stocks (Platinum)
Landlords are eating every thing (Steven Buss)
Days are long, but decades are short (Sam Altman)
Some stuff I am reading today morning:
NHAI’s giant liabilities (Sucheta Dalal)
The iPhone’s Make in India story (Mint)
India to capitalize on US-China tariff war (CNBC)
Aditya Birla Group slips into the red (BS)
Interview with Manish Gunwani (ET)
Inside India’s messy EV revolution (Forbes)
The real bubble is in active asset management (TRB)
The One Strategy that beats Wall Street (James Altucher)
The rise of Amazon (Irrelevant Investor)
Hypothetical Value to Real Value (A VC)
Some stuff I am reading today morning:
Big Ticket FDI reforms (Mint)
6,268 Cr of Sugar Export Subsidy (BT)
Concerns at RBL Bank (BS)
No deal Brexit likely (CNBC)
Recommendations of the Direct Taxes Code panel (Rediff)
3 Arrows by the Finance Minister (Madhusudan Sarda)
Company Profile: Tata Global Beverages (OB)
The incredible story of Khata Book (Ravish)
Uber & Lyft’s broken business model (Barry)
Virtuous Investor Rule: Analyze your fears (Klementon Investing)