Categories
Links

Linkfest:Nov 28, 2012

Some stuff that I am reading today morning:

Indian journalists held for Jindal group extortion (BBC)

India, China have new territorial beef (WSJ)

Interview with Parle’s Chauhan (Mint)

Why the market is in love with J&K Bank (BS)

Crisis could cause Balkanization of Europe (Bloomberg)

Muddy Waters issues critical Olam report (FT)

Book Review:Tap Dancing to work (JeffMatthews)

Shanghai stock exchange closes at 4 year low (Climateer)

The London almanack revisited (NihonCassandra)

After the fat lady sings (FistfulofEuros)

Categories
Video

Six figure cigars:Big Business in a puff of smoke

Categories
Links

Linkfest:Nov 27, 2012

Some stuff I am reading today morning:

Rupee plunges to two month low (BusinessLine)

India’s Aakash, now Made in China (NYTimes)

India outsourcing failure blames for $ 2.3 Billion loss (ET)

FIIs are investing in India, should you ? (Mint)

Don’t buy HDFC Crest (CapitalMind)

Buffett: A minimum tax for the wealthy (NYTimes)

An ode to the short term trader (Zenpenny)

Investors don’t want their hedge funds to get caught insider trading (Dealbreaker)

DeMark Fibonacci charts lure investors (Bloomberg)

Bayesian unreason in the modern world (Psyfitec)

Categories
CoatTailing

Portfolio of Ashish Dhawan

This post is in continuation of my coat tailing series (see here)

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his role as Sr.Managing Director at ChrysCapital.

His personal portfolio (as from stock exchanges websites) is given below:

Company Name # of shares %
Ballarpur Inds. 8075590 1.34
Kajaria Ceramics 1025199 1.39
EMCO 1050000 1.7
JB Chem & Pharma 7861262 9.28

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Categories
Links

Linkfest:Nov 26, 2012

Some stuff I am reading today morning:

Is Manohar Joshi running scared over Kohinoor land ? (DNA)

Indian IT companies discard small clients (ET)

India’s social time bomb is ticking (Mint)

SEBI unwilling to reveal entities involved in Reliance insider trading case (BS)

Hindustan Copper disinvestment by GOI (Gaurav)

The true implications of being short gamma (Zikomo)

Marc Faber: 44 charts that show why the world is doomed (BusinessInsider)

New trading case casts a deeper shadow on hedge fund mogul (CNBC)

Global trend indicators (BigPicture)

Taleb’s twitter war with FT (FTAlphaville)