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Chart

Chart: India’s GDP Projections

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Observations

Porinju Veliyath’s 2016 Returns

Source: SEBI Filings for Equity Intelligence Pvt. Ltd.

 

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Links

Linkfest: January 12,2017

Some stuff I am reading today morning:

5 Takeaways from Trump’s Press Conference (ET)

Worst is yet to come (Manmohan Singh)

India’s “Heaven Only Knows” Earnings Season (Andy)

What happens now to your money in PayTM? (Mint)

Airtel Payments Bank to get launched today (Money Control)

South beats Mumbai,Delhi is realty sales (FE)

Stock Analysis: Jenburkt Pharma (Dr.Vijay Malik)

Latest Memo from Howard Marks:Expert Opinion (OakTree)

10 Things you can’t learn from a backtest (CS)

Passive Investors-Dumb or Smart? (PragCap)

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Observations

ValueQuest’s 2016 Returns

Source: SEBI filings for ValueQuest Investment Advisors

 

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Excerpts

Naren on Telecom

Interestingly,his funds don’t have Idea nor RCom. Only Bharti