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Links

Linkfest: January 20,2017

Some stuff I am reading today morning:

Yield hungry HNIs,VHNIs turn to stock market (ET)

Axis Bank’s miscalculations (Mint)

Aadhar Pay to get launched by month end (BS)

Mallya in deep trouble (Forbes)

Death of an Equity Analyst (Bloomberg)

EU faces disintegration (George Soros)

Interview with Charley Ellis (Waiter’s Pad)

Thoughts on Compounding (Irrelevant Investor)

Income Tax on 5 Types of Gold Investments (Simple Tax)

Silk Road may see flood of Chinese goods in Pakistan (Bloomberg)

Categories
PMS

PMS Shade Capital’s 2016 Returns

Source: SEBI filings for Shade Capital Pvt. Ltd

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Chart

Chart:India Sector Performance

Categories
Chart

It’s the PE, Stupid !

Source: Sage One Investments

Interesting to know where are the returns are coming from in the Indian Stock Market.

Categories
Links

Linkfest: January 19,2017

Some stuff I am reading today morning:

Next 15 days to see flurry of IT notices (ET)

Why I won’t invest in CPSE ETF (RamaKrishna)

Has Amazon over-estimated size of India’s market? (Mint)

Sajjan Jindal to make electric vehicles (Bloomberg)

Stock Talk: Linc Pen (RJ)

When Trump Tweets,Wall Street trades instantly (LA Times)

The Illusions driving up US asset prices (Shiller)

The single greatest mistake investors make (Felder)

The Humility Factor (FMD Capital)

When is it OK to spend up? (Financial Samurai)