Categories
Links

Linkfest: 01 Feb, 2018

Some stuff I am reading today morning:

Budget to test investor’s faith in Modi (Reuters)

Time for bold tax changes (Mukesh Butani)

Phantom flats have home buyers fleeing property market (ET)

Small Caps which can become multi-baggers (MC)

Manyavar planning IPO (Mint)

Presentation: Indian Equity Markets in an election year (Niteen Dharmawat)

Markets are trading at historically high valuations (Sage One)

Fed’s Balance Sheet promises (Macro Tourist)

5 Lessons from a retirement (Humble Dollar)

The mother of all momentum research reports (Alpha Architect)

Categories
Cartoon Observations

You Said It

This article in the ET mentions that railways are losing out to airlines.

Am reminded of this classic cartoon by the late R K Laxman.

Categories
Chart

Chart: India has a 30 year growth runway

Source: PWC Report ‘World in 2050’

Categories
Observations

Budget Day Movement of Nifty

Source: WhatsApp Forward

Categories
Links

Linkfest: January 31,2018

Some stuff I am reading today morning:

Long term capital gains tax on equities may return (TOI)

Amul is betting on an eating-out boom (Quint)

Interview with Raamdeo Agrawal (ET)

Tata’s stake in Amalgamated Plantations up for sale (Mint)

IT Dept attaches Shah Rukh Khan’s farmhouse (BS)

Interview with Anup Maheshwari (Morningstar)

Secret Diary of Bharat Puri (OB)

Growth & Value (Aswath Damodaran)

Retirement foolishness or Retirement tragedy (Subramoney)

Research:Why you should avoid Alpha Male Fund Managers (SSRN)