Categories
Sellside Research

Deutsche 2017 Key Forecasts

Source:Deutsche Bank

Found the INR-USD forecast to be the most interesting.

Categories
Forwards

Basant Maheshwari’s 2016 Returns

Source: WhatsApp Forward

Not a great year for our thoughtful investor.

Categories
AlphaIdeas

Book Reviews

Have created a Page called Book Reviews which lists the different book reviews I have penned.

Check it out !

Categories
Links

Linkfest:January 10,2017

Some stuff I am reading today morning:

How to make 18,000% profit in India (FE)

Modi’s India International Exchange takes birth (Bloomberg)

Interview with Y V Reddy (Money Control)

Co-Op Banks laundered Crores (ET)

Sensex is now lower than where it was 2 years back (Mint)

Research:3 Stocks that can give > 100% returns (RJ)

How market crashes happen (CS)

2 Types of Knowledge (CS)

Investors bail out on Grantham’s GMO (Climateer)

Time Arbitrage (Masters Invest)

Categories
BookReview

Book Review: The CRISIL Story

Disappointed.

This is the feeling I had after finishing reading “The Crisil Story” By Hemanth Gorur and Sumit Chowdhury

I am fond of CRISIL as I started my career in India at Nirlon House,Mumbai where CRISIL used to be head quartered.

If only I had bought CRISIL stock then,I would be chillaxing in the Bahamas !

Anyways,this book is a disappointment as it does not justice to the CRISIL story.

Setting up an independent ratings agency without any international collaboration is a humongous achievement.Starting from scratch to the heights it has reached today is a story of Indian ingenuity,grit,integrity and intelligence

Yet the authors fail to capture the drama and the excitement of this story.

Instead,the book is a tedious read with a hagiographic account of the events that transpired.

Hopefully, some one else will come along who can write a better book on CRISIL.

Till that time,we will have to make do with this one.