Categories
Links

Linkfest: October 04,2016

Some stuff I am reading today morning:

Four Themes to bet on (BNP Paribas)

SEBI fines Piramal Enterprises for insider trading (ET)

Cognizant investors get screwed (Mint)

India’s Central Bank grows up (Bloomberg)

NSE is almost a monopoly (BL)

Top 10 Monthly Income Plans (My Investment Ideas)

We need a new IPO Process (Continuations)

Venture Capital:Its a pricing,not value game (Aswath Damodaran)

The difference between a bubble and a cycle (Collaborative Fund)

The art is not making money,it is keeping it (Tony Isola)

Categories
Chart

Chart: India Vs China Vs US

Source:Goldman Sachs Report

indiachinaus

Categories
Sellside Research

Goldman Sachs Report: Indian Consumer Close Up

[gview file=”https://alphaideas.in/wp-content/uploads/2016/10/GSreport.pdf”]

Categories
Video

Raamdeo Agrawal: My Journey from 0 to 1000 Crores

Categories
Links

Linkfest : October 03,2016

Some stuff I am reading today morning:

A “Lehman Moment” on steroids (DR)

Market Corrections are drawing in investors (Nilesh Shah)

Builders refuse refunds fearing further pressure (Mint)

IPO Review: Endurance Technologies (BL)

Undervalued Stocks (Mudar Patherya)

Microcaps:1-10-100 Rule (Life & Equities)

Postoffice Interest Rates (MyInvestmentIdeas)

Investors need hobbies (Subramoney)

Timing “Smart Beta” strategies (RA)

Life after financial independence (FS)