A long but interesting watch…his assertion that “Politics will determine economics going forward” makes 2017 a year determined by macro events
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Linkfest: January 04,2017
Some stuff I am reading today morning:
BSE gets SEBI clearance for an IPO (Mint)
RBI turns away people with old notes (FE)
Indian Banks Credit Fantasy (Bloomberg)
India Call Centers are scamming Americans (NYTimes)
10 Smart Money Moves for 2017 (ET)
No market timing (Muthu)
To be a great investor, worry of being wrong (Jason)
Humility and curiosity (RP)
Valuation and Investment Analysis (Bronte Capital)
Tech:What did and did not happen in 2016 (A VC)
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Pre IPO :Bombay Stock Exchange
Bombay Stock Exchange is India’s oldest and fastest Stock Exchange.
It has filed its DRHP for the IPO and is expected to list this month
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas
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Chart:How do investors buy MFs?
Source: Manoj Nagpal
