India in sweet spot?Good monsoon, Brexit Blues behind, low oil. Things to watch US interest rates, GST, Fcnr redemption. Achhe din for real?
— Uday Kotak (@udaykotak) July 24, 2016
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Author: Raoji
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Linkfest: July 25,2016
Some stuff I am reading today morning:
How an Indian CEO stole a company (Ken)
India’s bad loan battle will outlast Rajan (Bloomberg)
Aurobindo gets ready to play with the big boys (BS)
A view on Infotech stocks (Morningstar)
How chit funds work (Ant Investor)
Mutual Fund Manager Fables (Subramoney)
Gold’s $9.2 Trillion Tailwind (Bloomberg)
Blogging for basis points (BPS)
Deconstructing Peter Lynch (The PF Engineer)
Why writing makes me a better investor (FMD Capital)
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Weekend Mega Linkfest:July 22,2016
Some off beat reads for the weekend:
The culture shock of ‘Kabali’ opening (Quint)
The Narasimha Rao they don’t want you to know (Charles)
The real heroes and real villains of 1991 (Swarajya)
What’s going wrong with Prashant Kishor (Open)
Michelle Obama Carpool Karaoke (YouTube)
Is the Indian VC party over? (Newslaundry)
A terrifying journey in the world’s most dangerous jungle (OO)
The American who became a Chinese Movie Star (NYTimes)
The fake factory that pumped real money (Bloomberg)
Pics:Maruti’s Manesar Factory (Team BHP)
Why Guru Purnima is unique to Hinduism (DailyO)
Thindi Beedi:Bengaluru’s Food Street (BI)
How a park in South Korea saved local fishing (NatGeo)
How to get verified by Twitter (GQIndia)
21 Greatest Travel photographs of the year (Telegraph)
Advanced Enzyme IPO subscribed 115.44 times times overall as of 4pm. QIB – 94.28 times, HNI – 393.1 times, Retail – 10.48 times
— Varinder Bansal (@varinder_bansal) July 22, 2016
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Colour of Money
Asian Paints now 5% away from becoming most valuable paints company in the world. Akzo Nobel has 7x revenues and 4x PAT of Asian #bubble
— Chandrasekhar (@chondhe) July 21, 2016