Some stuff I am reading today morning:
The IL&FS debacle (MF Critic)
US-China trade war intensifies (CNBC)
How India’s power story got derailed (ET)
High valuations of appliance manufacturers get a reality check (Mint)
Market players seek clarity on ‘self trade’ (BL)
An open letter to Hatsun’s R G Chandramogan (Vikas Kasturi)
On Paytm Mall (OB)
A fallacy that SIP is risk free (The MF Guy)
What does EV/EBITDA multiple mean? (Blue Mountain Capital)
Interview with Jeff Bezos (You Tube)
Wishing readers on the auspicious day of Ganesh Chaturthi
Some stuff I am reading today morning:
Govt approves 100% electrification of Railways by 2021-22 (Mint)
The stormy ICICI Bank AGM (MC)
Arun Jaitley thrashes Vijay Mallya’s claim (FE)
Bad news for those wanting to sell Infosys shares (Rediff)
Pink Dollar to boost India’s economy (BS)
Companies with lots of cash (Alpha Multiple)
Crypto’s 80% plunge (BQ)
Edgy investors are retreating from risky economies (NYTimes)
The 17th Century Bond that is still paying interest (Climateer)
Lessons from Lehman Brothers (Market Fox)
Some stuff I am reading today morning:
Supreme Court stays RBI’s Circular for power companies (Mint)
SEBI directs senior NSE officials to ‘stay out of action’ (BS)
Demat compulsory for unlisted public firms (BL)
Is fear creeping into the markets? (BQ)
Note to Parliamentary Committee on Bank NPAs (Raghuram Rajan)
The other Muthoot (Forbes)
Indian Aviation: Sinking (My DigitalFC)
Eveready Industries: Candy Crush (Fortune)
The Guinness IPO of 1886 (Medium)
Inspiring talk by Radhika Gupta, CEO of Edelweiss AMC (You Tube)
Some stuff I am reading today morning:
The Govt plans to give the economy a 32,000 Cr boost (ET)
India turns epicentre of Emerging Markets rout (Mint)
ICICI Bank files insolvency petition against Jaiprakash Associates (BQ)
Fierce bidding for Essar Steel (MC)
M&A Boom in India (BS)
Musings on valuations of certain stocks (Jiten Parmar)
Investors should tender shares in PSU Buybacks (BS)
The Big Short (Macro Tourist)
How the financial crisis still affects investors (Barrons)
Paytm’s Vijay Sharma’s riveting talk at the AMFI Meet (You Tube)
Some stuff I am reading today morning:
ICRA downgrades IL&FS to junk status (BS)
IL&FS Default- Impact on MFs (The MF Guy)
SEBI does U-Turn on FPI norms (BL)
Rupee: Flat on it’s Back (OB)
RBI has a solution to the Air India problem (ET)
Lights dim at Varroc (Mint)
Has the Ruia family finally lost Essar Steel (BQ)
Stock Analysis: Harita Seating (Valuation In Motion)
The shadow side of Greatness (Entrepreneur)
A fantastic talk on Real Estate Investing (Bruce Flatt)