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)

Nugget02: 27 Feb 2018

Sharing some articles to kickstart your day:

84 year old Malegam helping RBI to sove Niravgate (ET)

Global cues: yields fall below 2.9%, stocks rally (Quint)

Unsung heroes: stock watch (ET)

SC upturns SAT’s ruling on synchronized trading after 11 years (Money control)

Montecarlo IPO plans, appoint Edelweiss (Mint)

Apple plan 3 new iPhones (ET)

Reliance partner Samsung to launch IoT network across India (FE)

Hinduja may acquire majority stake in Maubank of Mauritius (Mint)

ACC Ambuja merger put on hold over mine hurdle (BL)

Nestle goes hyperlocal (Mint)

RIL-BP’s investment plan in KG-D6 approved (Outlook)

HUL asked to explain math behind 119 crore profiteered sum (BS)

People who always suffer in frauds, be it Kingfisher or  Nirav Modi – same story (Quint)

Even big people overlook details sometimes (Life and Equities)

Cullen challenges Buffett (PragCap)

HG Infra IPO (Investment Ideas)

Margin debt record high in US (Credit Writedown)

Happy reading and investing!








Nugget01: 26 Feb 2018

Articles/ blog posts worth exploring today,

Netflix bullish on India, CEO says even niche in India bigger than most countries (Reed Hastings – Mint)

When Parle hikes prices, there must be some issue (Mint)

Market this week to be dictated by GDP, PMI and Rupee movement (BS)

PNB: Global asset tracing started (Business Standard)

OBC loan fraud (Another one out of closet, many more to come – Quint)

FIIs pulled out money in Feb (India no more hot favorite – Mint)

IPOs lined-up this year (BS)

Kalyan jewelers to raise ~INR 2,500 crore from the IPO (Mint)

Indian Hobbyist whose plane is yet to fly inks Rs 35,000-crore aircraft deal (Quint)

Gobar-Dhan Yojna (Modi Man Ki Bat – FE)

ArcelorMittal’s bid for Essar Steel (Forbes)

Reliance to invest 50,000 crore in Andhra Pradesh (Business Line)

Fiscal capacity and political regimes ultimately shaped patterns of monetary stability (Creditwritedowns)

Best risk managers (80-20 Investor)

Happy reading!