Source: @enlundm @DoubleEagle49
Author: Raoji
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Linkfest:June 10,2015
Some stuff I am reading today morning:
The $6.5 Trillion China Stock Market rally (Bloomberg)
Billions and Billions pour into India and China (AP)
Indian markets on the cusp of a turnaround (ET)
Who really owns NDTV? (MoneyLife)
Chettinad Group Chairman disowns son,gives all to charity (Mint)
Why are investors/buyers shunning real estate? (BS)
Making public stock recommendations is a hazardous activity (RJ)
Prabhudas Lilladher Research Report: Nestle India (MyIris)
Should you be holding gold? (Bloomberg)
Why market timing is so hard (RA)
He: Where are you from?
Me:Mumbai,India
He:I bet that’s a big city
Me:Yeah, around 12 Million People
He:Over here, the entire country does not have more than 5-6 Million People
Me:In India,we have around 1.2 Billion People
He:I bet you there will be more when you get back !
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ICICI Pru Life AGM on 25 June,2015
(Disclosure:I am market making in the shares of ICICI Pru Life)
[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/AGM_Notice_FY2015.pdf”]
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Howard Marks:Risk Revisited Again
Latest Memo from Howard Marks of Oaktree Capital
[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/Risk-Revisited-Again.pdf”]