Categories
Links

Linkfest:July 07,2015

Some stuff I am reading today morning:

Some points from meeting with Prashant Jain (Wise Wealth)

Concerns about the valuation of the broad equity markets (Ajay Shah)

Are housing finance stocks on shaky ground? (Outlook Business)

Weak markets unsettles Lodha Developers (BS)

Kotak:Mid-level IT jobs at risk (NDTV)

Barclays Capital: CESC (IndiaER)

Spotting winners in mutual funds (Outlook Money)

Where can you invest your emergency fund? (Good Moneying)

10 Consequences of Greece’s No Vote (Bloomberg)

Chinese investors are hit hard by market turn (NYTimes)

Categories
Sellside Research

Private Life Insurers are eating LIC’s lunch

(Disclosure:I am market making in the shares of ICICI Pru Life)

[gview file=”https://alphaideas.in/wp-content/uploads/2015/07/Ins-JM.pdf”]

Categories
Video

R Balakrishnan: In Equities,I trust

A long watch but well worth your while

Source:FreeFinCal

Categories
Cartoon

Greece votes ‘No’

Categories
Links

Linkfest:July 06,2015

Some stuff I am reading today morning:

Greece says ‘No’ (Guardian)

The uncanny similarity between Indigo and Jet’s IPOs (Mint)

Spanner in RBL Bank’s IPO wheel (ET)

Chabbria to acquire Tilaknagar Industries (BS)

Why I do not do Equity Advisory any more (Subramoney)

First Call Research Report:Rural Electrification (MyIris)

10 Worrying signs that your stock may be a value trap (Value Picks)

15 problems with real world portfolios (Common Sense)

The joy of portfolio boredom (Alpha Baskets)

The broker who saved America (TRB)