Author: Raoji

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Interview

Uday Kotak: 2 Quarters More

Q: Do you see earnings growth, does your research team and you share the confidence that FY17 there will be that kind of double digit earnings growth?

Uday Kotak: We believe so. We believe that earnings will pick up particularly in the second half of FY17.

Q: We have been pushing it behind by two quarters for perhaps the last two years. Is this it finally?

Uday Kotak: Depends on the monsoons and that is a very important criteria and also the global situation, as long as the global situation is not hostile and we have a decent monsoon, we have a fair chance of seeing the economy begin to bounce back in the second half of FY17.

-from Money Control

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Links

Linkfest: February 16, 2016

Some stuff I am reading today morning:

Why negative interest rates herald new danger (Telegraph)

Mutual Funds cut exposure to banks,autos (BS)

5 Large Cap stocks looking attractive (ET)

Will Budget session be a washout? (Mint)

Sinha gets 1 year extension as SEBI chief (Firstpost)

India should put fiscal discipline first (Bloomberg)

Selection and Survivor Bias (Prashanth)

Why bear markets are so painful (Common Sense)

Mangalore:Investor’s Paradise (Outlook Money)

The man who felled Facebook (Outlook)

 

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Chart MutualFunds

SIP Returns

Source: Manoj Nagpal

 

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Links

Linkfest:February 15,2016

Some stuff I am reading today morning:

Robbing Peter to pay banks (BS)

Service Tax to be raised to 16% (FE)

Just how bad the Bank NPA problem is (Moneycontrol)

Wipro puts its cash to use (Mint)

My Mutual Fund investing journey (FreeFinCal)

Of investment theories and biases (Prashanth)

What investors should be thinking right now (TRB)

Gold is heading a lot higher (Schiff)

Dual Momentum on individual stocks (AA)

Notes from the Cafe Mutual Conference (Subramoney)

Categories
Links

Weekend Mega Linkfest: February 12,2016

Some off beat reads for the weekend:

You to still die one day (The Onion)

Gravitational waves detected confirming Einstein (NYTimes)

How a Facebook page became a 600 Crore Company (OfficeChai)

Why Delhi’s Nizamuddin Dargah celebrates Basant Panchami (Scroll)

The reel and real life of Pran (Quint)

Anatomy of a drug war in New York (NYMag)

Fear and Faith in Dhaka (Open)

Inside Steve Madden’s shoe empire (BuzzFeed)

Medicine without the medicine (Mosaic)

Cross Country Drive:Mumbai to Sikkim (TeamBHP)

The “Alu” brigade of journalists (Jaggi)

Post mortem of niticentral.com (Newslaundry)

Startup Story:Trifecta Capital (YS)

India’s Most Unique Startups (OfficeChai)

19 Funny Tweets about Valentine’s Day (BuzzFeed)