Categories
Links

Linkfest:January 11,2017

Some stuff I am reading today morning:

Time to sell the Trump rally (Market Watch)

Modi flying blind into India’s budget (Bloomberg)

Remembering the Reliance Power IPO (Firstchoice IPO)

10 stocks that Deutsche Bank is bullish on (Money Control)

Thoughts on the telecom sector (Mint)

How to stay rich (Subramoney)

Interview with Kuntal Shah (Safal Niveshak)

Even Trump building isn’t immune to real estate meltdown (Bloomberg)

Research:Mood and Seasonality in Stock Returns (SSRN)

What entrepreneurs should know about VCs (A VC)

Categories
Sellside Research

Deutsche 2017 Key Forecasts

Source:Deutsche Bank

Found the INR-USD forecast to be the most interesting.

Categories
Forwards

Basant Maheshwari’s 2016 Returns

Source: WhatsApp Forward

Not a great year for our thoughtful investor.

Categories
AlphaIdeas

Book Reviews

Have created a Page called Book Reviews which lists the different book reviews I have penned.

Check it out !

Categories
Links

Linkfest:January 10,2017

Some stuff I am reading today morning:

How to make 18,000% profit in India (FE)

Modi’s India International Exchange takes birth (Bloomberg)

Interview with Y V Reddy (Money Control)

Co-Op Banks laundered Crores (ET)

Sensex is now lower than where it was 2 years back (Mint)

Research:3 Stocks that can give > 100% returns (RJ)

How market crashes happen (CS)

2 Types of Knowledge (CS)

Investors bail out on Grantham’s GMO (Climateer)

Time Arbitrage (Masters Invest)