Some stuff I am reading today morning:
What ails small and midcap stocks (BL)
Contagion fears in EMs (Akash Prakash)
Why Infosys has lost it’s bellwether tag (Mint)
Company Focus: Balaji Telefilms (OB)
Govt pumps in money in 5 PSBs (BS)
Bollywood is the unexpected winner in US-China Trade Wars (ET)
Sulfur may augur an oil shock (Quint)
Investing used to be very easy (Subramoney)
Still easy after all these years (Macro Tourist)
The Humble Express (Reals Martica)
Some stuff I am reading today morning:
ICICI Bank postpones AGM (BQ)
India’s pax aircraft to double by 2027 (ET)
What’s the fair price of popcorn? (Mint)
Tata Steel is readying to buy Bhushan Power (BS)
Thoughts on Index Funds and ETFs (Bala)
Musings on Flipkart and Walmart (Morningstar)
Ambika Cotton: Fund Flow Analysis (Dr. Vijay Malik)
Sequoia Fund: Our sustainable advantage (AM)
The drums of Trade War (Swedroe)
It’s always a remix (TRB)
Some stuff I am reading today morning:
How Kesoram Industries screwed minority shareholders (MoneyLife)
Video: Brave Investor Janardhan Kothari at Kesoram AGM (Twitter)
Upcoming IPOs to raise 14,000 Cr (Mint)
Assume fraud until genius is proven (Amit Mantri)
Interview with Aswath Damodaran (ET)
Seya Industries: The 1% Company (Anti Investor)
Exide Vs Amara Raja (Quint)
A brief look at pharma funds (Morningstar)
A hot tip about investing (Dan Solin)
How effective is buying market dips? (Free Fincal)
Some stuff I am reading today morning:
Nifty scales 11,000 (MC)
The damning NCLT order against Cyrus Mistry (NCLT)
Malaysia’s IHH wins Fortis bid (ET)
Reliance Industries Market Cap crosses $100 Billion (BT)
The coveted business of Star India (Mint)
Jewellers find new way to launder smuggled gold (BS)
CavinKare’s new growth strategy (Rediff)
The lifecycle of greed and fear (Morgan Housel)
The Catch 22 about raising too much money (BI)
Trophy Board Members (A VC)
Some stuff I am reading today morning:
Oil Prices crash (Oil Price)
India is now world’s 6th biggest economy (BS)
India warns OPEC (ET)
India’s Warehouse boom (BT)
Promoters are lining up to pay their dues (Rediff)
How Singh brothers squandered a business empire (Mint)
Secret Diary of Pramod Bhasin (OB)
Interview with Sudip Bandopadhyay (Fortune)
Not the time to short (Macro Tourist)
Bill Austin-The runaway Billionaire (Forbes)