Nugget08: March 07, 2018

Some articles/blogs worth visiting today:

Ray Dalio bullish on India (ET)

80:20 gold import rule (BS)

North Korea open to de-nuclearization (Business Standard)

China > combined Euro 19  in 2018 (Quint)

PNB fraud may go-beyond $2 bn; also top bank official summoned (Business Standard)

Gloomy days ahead for India Apparel exports (BS)

Decoupling of RIL’s RoCE and stock returns (Mint)

Can Professional Collateral Management entities keep check on bank’s NPA (BL)

GE set plans for vendor consolidation in India (Mint)

Airport Authorities of India looking to boost non-aeronautical revenues (Mint)

Cash is back; digital transactions decline in Feb (Mint)

Happy reading!

Nugget 07: March 6, 2018

McKinsey introduces “portable factory” training module in India (Mint)

Indian banking sector most vulnerable among G20 (Mint)

Cross-border deals in IT and Pharma to dominate M&A in 2018 (BL)

Services PMI contracts in Feb (Reuters)

Industry first: Citi launches T-Bill linked home loan (Quint)

Bharat Dynamics file for IPO (Mint)

Economists Versus scientists on long-term growth (BS)

US metal tariff’s impact on India (Quint)

Converting leads into real business (Glocal Bazaar) ET

Amazon goes long on India (ET)

Govt. sets Fintech panel for flexible regulations (ET)

RBI imposes penalty on Axis and IOB (BS)


Nugget06: March 5th, 2018

Sharing some articles/blogs to kickstart your week:

5 PSB’s might be put under PCA by RBI (Business Standard)

Saffron wave in Northeast assembly elections (Quint)

Foxconn in advanced stage of talks with TN Govt to revive Nokia plant (ET)

Google and Facebook Versus India Startups (BS)

Banking Board Bureau to be revamped, Is it time to take help from executive search consulting companies to fill PSU’s top positions? (ET)

18% GST on Priority Sector Lending certificates (BS)

Mudra loans disbursal falls amid banking frauds (BL)

India’s Media & Entertainment sector to touch INR 2 trillion by 2020: EY (BS)

Great American Pension crisis (Credit Writedowns)

Gain from current cheap PSU valuations (Rahul Saraogi) RJ

Predicting future Indian equity returns (80-20 Investor)

Happy reading!

Nugget05: 2 March 2018

Next Warren Buffet to be a woman? Why not (Quint)

EMIs to become costly as banks raise lending rates (Quint)

Remittances to take a hit due to KYC norms (ET)

Consulting firms on hiring spree (Crude measure of revival of economy) Economic Times

Zuckerberg sold FB stock in Feb to fund philanthropic activities (Financial Express)

Tata Sons rejigs realty, infra business (Business Line)

Edelweiss Retail Finance NCDs (OneMint)

Decoding Warren Buffet’s Letter (Safal Niveshak)

MF Capital Gains Taxation Rules (ReLakhs)


Nugget04: 1 March 2018

Some insightful articles/blogs from today’s news to sharpen your lunch discussions:

India grows at 7.2% (fastest-growing economy) in Oct-Dec (Business Standard)

ICAI continues to lobby against the NFRA (Quint)

Report card: Sebi chief Ajay Tyagi completes first year in office (Business Standard)

India’s 10-year benchmark bond yiels may reach 8% in April 2018 (Quint)

515 crore fraud at Canara bank (Business Line)

Karti Chidambaram and INX Media Case (Quint)

Opting SWPs to reduce tax liability (Investment Ideas)

Cash flow manipulations by companies (Vintage Value Investing)

Quite obvious which escapes attention (Morgan Housel)

Pratical example how one can be fooled if not familiar with “Time Value of Money” (Capital Mind)

Nugget03: 28 Feb 2018

Sharing articles/blogs worth clicking today:

HG Infra subscribed 44% on Day 2 (Quint)

4 Fed rate hikes in 2018 (Quint)

Double-digit credit growth by banks in Dec quarter (Money control)

Marginal decline in Jan GST collections (Business Standard)

Average salary hike to be 9.4% in 2019 (Aon – Business Line)

Canadian real estate bubble (Macro Tourist)

Poker, Speeding tickets and Expected Value (Farnam Street)

Magin of Safety – Easy to understand , difficult to practice (Of Dollars and Data)

Rumour: Alibaba to buy food delievery app (Climateer investing)

Happy reading!