Categories
Links

Weekend Mega Linkfest:April 04,2014

Some off beat reads for the weekend:

The Wolf Hunters of Wall Street (NYTimes)

Can anyone stop Narendra Modi? (Economist)

Man who changed his mind after reading Economist article traced (UnrealTimes)

Many Indian Muslims fear the worst (Dawn)

How Manmohan Singh wrecked his party (Open)

Operation Janmabhoomi (Cobrapost)

The most powerful man in China is about to be purged (Atlantic)

Is high frequency trading insider trading? (BusinessWeek)

Explore Angkor Wat with Google Street View (Smithsonian)

Watching a brain surgeon at work (NewStatesman)

The dead zoo gang (Atavist)

Movie Review:Youngistan (VigilIdiot)

Travelling long distance during elections (TeamBHP)

I was a Hollywood personal assistant (NYMag)

Thanks for being so cool about everything-Putin (Onion)

Categories
AlphaIdeas

Alpha Ideas finds a mention in Economic Times

There is an interesting article on unlisted scrips in today’s Economic Times.

Alpha Ideas finds a mention in the article :

“Buy unlisted companies where the promoter pedigree is strong, and which have some compulsion to go public over the next two to three years,” says Nitin Rao, of alphaideas. in, a blog which spots options in the unlisted space. The promoter pedigree is something everyone pays a premium these days. “There have been several instances where companies offloaded shares to investors and just disappeared.

Experts also ask investors to pick only those companies that are closer to the IPO stage. “Many companies have compulsions from existing private equity shareholders to go public. Or they have to follow regulator guidelines to have a wider shareholder base,” says Rao.

He recommends Ratnakar Bank and BSE, which he feels have a strong pedigree and will go public in the next two to three years. Ratnakar Bank’s top management team consists of experienced bankers from foreign and private sector banks. PE funds have invested in the bank in January 2013. The bank is on an expansion spree and has merged RBS’ retail banking.

It is likely to go public soon. The BSE has allotted shares to its brokers, PE funds and other institutions, at a price of Rs 400 per share in 2007. He feels there is a high probability of it going public in the near future.

Categories
Video

Aberdeen:India Favored Amongst Emerging Markets

To know what Aberdeen is buying/holding/selling in India, subscribe to our Investor Wisdom newsletter.

Categories
Tweets

A Big Ask

Categories
Links

Linkfest:04 April,2014

Some stuff I am reading today morning:

Equities for the long run?Or property?Or neither? (Moneybeat)

Examining the edge of the discretionary trader (TraderFeed)

Adani Power becomes India’s largest private power producer (ET)

Bandhan founder Ghosh is confident despite challenges (Mint)

The IPL juggernaut is steady (BS)

Why Rahul Gandhi is no son of Amethi (FirstPost)

The perpetual bubble economy (NYTimes)

The language of Indian politics (Bloomberg)

Applying Dogs of Dow theory to Emerging Markets (Street)

The best and worst thing about investing (TRB)