Author: Raoji

Categories
Links

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)

Categories
Anecdotes

I bet you

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 !

Categories
AGM

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”]

Categories
Essays

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”]

Categories
Links

Linkfest:June 09,2015

Some stuff I am reading today morning:

Will someone tell Rajan & FM that Indians have already monetised gold? (Jaggi)

20 Companies with the highest debt to market cap ratio (Value Research)

Wealthy Indians eye investment avenues abroad (Mint)

A silver lining for Coal India’s profitability (BS)

Why you should hold own to every share of CCL (Big Investor)

Research:215 years of Global Asset Momentum (SSRN)

Nomura Research Report:Suzlon Energy (MyIris)

10 Charts why emerging markets will dominate global economy (AllEmergingMarkets)

Unprecedented levels of activity in China’s equity markets (Sober Look)

Here’s why you can’t trade the news (DailyReckoning)