Category: Links

Some stuff I am reading today morning:

Builders in trouble (FE)

Debt funds hit the reality of losses (VRO)

‘4G Challenge’ proves to be tough for Bharti Airtel (BS)

HDFC Research:Buy Sanghi Industries (MyIris)

List of highly indebted companies in the Indian stock market (Profitalyzer)

Most popular research paper suggests you be in cash (Bloomberg)

When stocks plunge (Motley Fool)

How market volatility affects our brains (Alpha Architect)

The lessons in a correction (Swedroe)

20% of Stanley Druckenmiller’s portfolio is now in gold (DR)

Some stuff I am reading today morning:

MAT relief for foreign investors (Mint)

Indian tyre makers no match for the Chinese (Onkar Kanwar)

Is Enam buy paying off for Axis Bank at last? (ET)

Interview with S Naren,CIO of ICICI Pru Mutual Fund (VRO)

Prabhat Diary IPO gets screwed (Moneycontrol)

Religare Research:Buy UltraTech Cement (MyIris)

Latest Bank FD rates for Sept 2015 (MyInvestmentIdeas)

Modi making progress on stalled projects (Bloomberg)

Why Fed will raise rates this year (Barry)

How much diversification is necessary? (Common Sense)

Some stuff I am reading today morning:

Why Dr.Shetty is taking Narayana Health public (ET)

Will GST make things costlier or cheaper? (Mint)

IndiaNivesh sells HSIL even as Daljeet keeps talking up the stock (RJ)

Nomura Research:Buy Jubilant Life Sciences (MyIris)

Consequences of missing your tax filing deadline (BS)

5 Trends that are shredding the global economy (DR)

Are you a “Ben Graham Defensive Investor”? (RA)

Computers are the new dumb money (TRB)

There are no “hacks” in the market (Crossing Wall Street)

When anti-Modi transforms itself into anti-India (Swapan)

Some stuff I am reading today morning:

A third of BSE 500 stocks back to Manmohan era (BS)

Distressed Developers sell flats in bulk at large discounts (FE)

JP Morgan Bond Fund Trips (Mint)

IPO Review:Sadbhav Infrastructure (MyInvestmentIdeas)

Motilal Research:Granules India (RJ)

Malaysia in crisis-repeat of 1997? (Zero Hedge)

A ‘Black Swan’ Fund made $1 Billion last week (Climateer)

We expect S&P 500 to decline by 50% in next 3 years (Bill Bonner)

Big Markets and Over Confidence (Aswath Damodaran)

Investors, this is a chance to clean up your act (Barry)