Category: Links

Some stuff I am reading today morning:

Sack Jaitley as FM (Firstpost)

Mutual Funds:Asset managers or asset gatherers? (Mint)

The old problem of new mutual funds (VRO)

$1000 /oz Gold on the horizon (FE)

Why gold is on the cusp of a new bull market (Daily Reckoning)

How Bisk Farm is giving biscuit heavy-weights a run for their money (OB)

HDFC Sec Research Report:ACC (MyIris)

What is the biggest risk right now? (Common Sense)

What is so great about Warren Buffett? (Quora)

A visual history of market crash predictions (Funds Reference)

Some stuff I am reading today morning:

Global funds make a beeline for Indian Banks (ET)

How fair are equity analysts? (Mint)

Modi faces dissent over Indian labour laws (Bloomberg)

IPO Review: Syngene International (MyInvestmentIdeas)

Emkay Research Report:Bajaj Auto (MyIris)

Tax Free Bonds Notification FY2015-16 (OneMint)

How goodwill builds up (Jana)

Luck Vs Skill in active management (CommonSense)

3 Years down in a row.Buy. (Meb Faber)

The travels and travails of the Macro tourist (Barry)

Some stuff I am reading today morning:

Nod to composite cap on foreign investment (BS)

A game changer for private banks? (Mint)

BSE pitches for long term capital gains tax in stocks! (BL)

Cloud services eat up Indian IT outsourcing earnings (Capital Mind)

HDFC Sec Research Report: DCB Bank (Myiris)

Is PB based investing better than PE based investing? (FreeFinCal)

The two hats of Prof. Bakshi (Wise Wealth)

The Gig Economy (A VC)

An inside look at Anshu Jain’s role in Liborgate (Zerohedge)

Invest with the FED (Daily Reckoning)

Some stuff I am reading today morning:

Arbitrage funds are the real stars of the equity party (ET)

Default fears grows for state electricity boards (Mint)

US Fed on track to raise rates this year (Money Control)

States seek to have their own land laws (BS)

Emkay Research Report:Banking & Financial Services (RJ)

Short Investing Philosophies in 10 words or less (Motley Fool)

Stock Market hoaxes (Moneybeat)

Why buy and hold works (Common Sense)

Pope Francis takes the zombie side (Daily Reckoning)

How Warren Buffett calculates ROE (VRO)