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)
Some stuff I am reading today morning:
Govt starts process of disinvestment in PSUs (MC)
Cabinet may ease norms in retail, insurance today (BS)
Another price war by Reliance Jio (ET)
Gold ETFs not popular (FE)
Troubles at Vodafone Idea (Mint)
Micro Finance Sector to grow 22% in FY20 (BT)
Stock Analysis: Datamatics (Dr Vijay Malik)
Company Profile: DMart (OB)
The US is about to flood the oil market (CNBC)
The 3 buckets of micro cap investing (Ian Cassel)