Source: IDFC Bank’s Q3 FY2016-17 Presentation
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Author: Raoji
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Naren: Fixed Income attractive again
Hat Tip: Manoj Nagpal
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Linkfest: February 13,2017
Some stuff I am reading today morning:
All out war in Infosys (Mint)
The Greek Crisis is Back ! (Bloomberg)
6 Things that may spoil the sugar surplus (Bloomberg)
Interview with Uday Kotak (Money Control)
Mark Mobius’ favorite themes in India (Quint)
Interview with Vallabh Bhansali (Morningstar)
A dozen lessons on growth (25IQ)
Research: Superstition and Financial Decision Making (SSRN)
Strategy: What we don’t do (A VC)
Meet short seller Marc Cohodes (ET)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked on items this week on Alpha Ideas :
Notes from Prashant Jain’s Talk (AI)
Becoming Warren Buffett (AI)
Notes from Million Dollar Round Table Conference (AI)
This is what a bull run feels like (AI)
D S Kulkarni struggling to survive (Ravi)
Today the heroes of real estate industry are money lenders (Hiranandani)
Contrarian Indicator for IT stocks (AI)
Why “Black Ka White” thru stocks won’t stop (AI)
Mumbai property sales drop to 6 year low (FE)
Do you want wealth really? (Subramoney)
Source: Baupost 2016 Year End Letter
