Some stuff I am reading today morning:
Mukesh Ambani plans 12 Billion $ expansion (Bloomberg)
Bad bad news for RCOM (EconomicTimes)
Markets gear up for Akshaya Trithya (Mint)
The funds flow paradox (InvestingCaffeine)
Scandal in China (Nytimes)
Chinese media mock India;s ‘dwarf’ missile (BBC)
Bollywood gossip of the week (RajeevMasand)
“Somewhere down the line we will have a massive wealth destruction that usually happens either through very high inflation or through social unrest or through war or a credit market collapse”-Marc Faber, April 2, 2012 on CNBC
Interesting Weekend Reads:
Jeremy Grantham’s 1Q 2012 Letter (GMO)
Why is Narendra Modi afraid of the Indian Media? (Open)
Illegal mining in Madhya Pradesh (Tehelka)
How open source drug discovery is helping India (Forbes)
Why is the Rupee such a drama queen (Firstpost)
To be a woman in Pakistan (Atlantic)
Investors find emerging market plays closer to home (SmartMoney)
Feeling peaky about oil (Economist)
Defining property (PaulGraham)
Some stuff I am reading today:
Hedge funds in India to face greater scrutiny (Mint)
PMO in a tight spot (FinancialExpress)
SEBI to spend 280 Crores on property acquisitions (Moneylife)
Citigroup’s shareholders reject Vikram Pandit’s pay package (DealBook)
The Climate Change Trade (AllAboutAlpha)
Leading indicators of a market top (MarketWatch)
Last week I saw this man die (MumbaiMirror)
Jeff Gundlach is the CEO and CIO of DoubleLine Capital.
He has an investment idea which he says is akin to buying gold in 1997.
The idea?Buy Natural Gas
Check his full presentation here