Categories
Excerpts

Where do Indians Invest?

Hat Tip: M Kayal

Quite an eye opener.

Source: Karvy Wealth Report 2018
Categories
Links

Linkfest: 03 January, 2019

Some stuff I am reading today morning:

Swap ratio fixed for BoB, Vijaya and Dena Bank Mergers (BS)

New investments in India plunge to 14 year low (Mint)

American CEOs warn of US-China trade war (CNBC)

Singhania Vs Singhania (FC)

Investor Profile: Dhiraj Dave (ET)

PPF regains the crown with best returns (ET)

M&M 9.5% NCDs (One Mint)

The pain of holding a stock (Jana)

Farmveda : Seed Capital (Forbes)

Mental Model : Market Regimes (Demonetized)

Categories
Chart

Chart: Market Breadth

Source : Morgan Stanley Research
Categories
BookExcerpt

Seth Klarman on Investment Returns

Hat Tip: Ivan Malkkovic

From Seth Klarman’s Book ‘Margin of Safety’
Categories
MegaTrends

Mega Trend: India’s Renewable Energy Capacity

Source: DRHP Filings of K.P.I Global Infrastructure Ltd