Some stuff I am reading today morning:
IL&FS jitters erode 12.5% of MF assets (BS)
Rupee closes at all time low (BQ)
HFCs cut down disbursements (ET)
Confessions of an Equity Analyst (VRO)
Is this time different for emerging markets? (Mint)
Why emerging markets matter (Swedroe)
Migrant workers flee Gujarat affecting industries (FE)
India will import Iran oil (CNBC)
Club Mahindra- My biggest financial mistake (TFL)
Many parallels between Tesla & Lehman Brothers (AM)
Some stuff I am reading today morning:
RBI springs a surprise (Morningstar)
Tax relief for IPOs, FPOs, ESOPs (MC)
HNIs, retail investors shun IPOs (Mint)
Britannia wants to make its 100th year memorable (Rediff)
Sector Watch: Airline Stocks (OB)
Rana Kapoor: Controversy’s Child (Digital FC)
Investors should ‘calibrate’ their portfolios (Howard Marks)
My favourite investing story of all time (DR)
Risk Management (Morgan Housel)
Interview with Felix Grandluckmeister (PAL)
Some stuff I am reading today morning:
Mayhem on Dalal Street (BL)
Fuel becomes cheaper (ET)
How IL&FS was enriching itself at public cost (MoneyLife)
LIC makes open offer for IDBI Bank (BQ)
The rise & fall of Chanda Kochhar (MC)
Interview with Bharat Shah (MC)
The fall of the Sandesara Brothers (Mint)
Why IL&FS, IDBI etc happen (Subramoney)
Sins of Bull Market (MF Guy)
So you want to be the next Warren Buffett? (Mark Sellers)
Some stuff I am reading today morning:
Kotak Bank-Yes Bank : A deal amid adversity? (MC)
IL&FS saga opens a Pandora Box (BL)
Ambani in talks to buy Hathway (ET)
The easy money era is over in India (BQ)
Rs.1 Trillion Railway station modernisation plan (BS)
Liquid Funds see massive outflow (DigitalFC)
Tax on Equity Investments (Mint)
Ignore the “Druckenmiller is bearish” headlines (Macro Tourist)
Stock Market Peaks (Michael Batnick)
Stop it, Private Equity (Preston McSwain)
Some stuff I am reading today morning:
All eyes on RBI (Mint)
Oil shock has already started in the Emerging Markets (BQ)
PSU IPOs get cold shoulder from investors (ET)
Airbnb in India (Fortune)
Amul’s focus on dark chocolates (BS)
On midcap and smallcap returns (80-20 Investor)
Is it time to buy? (Deepak Shenoy)
Exception to the rule (Of Dollars & Data)
The start of the loonie Bull Run? (Macro Tourist)
How to beat the Index (John Rogers)