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Author: Raoji
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Linkfest:Dec 19, 2012
Some stuff I am reading today morning:
Cargill to invest Rs.500 Crores in India biz (BusinessLine)
I am scared,I am a single woman in Delhi (WSJ)
Gujarat bookies bet against Modi (ET)
Vijay Mallya offers 3 kg gold to Lord Venkateshwara (FE)
How political wranglings is killing a power plant (BS)
Shekhar Gupta-Walking too fast ? (Mediacrooks)
The one big learning of 2012 (OneMint)
Turnaround Tuesdays (NASTrading)
Passing on life lessons (WSJ)
Stocks that doubled in 2011 crushed the market in 2012 (Ivanhoff)
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Sector Focus:Realty Stocks
Realty stocks seems to be back in focus for punters in the market.
We have stocks like Ashiana Housing and Kolte Patil at 52 week highs.
Kolte Patil is especially interesting…it has zoomed by nearly 70% in the last one month alone (16 Nov-18 Dec)
Thats whats makes the Indian equity markets so exciting…there is never a dull moment !
Readers may be interested in knowing that Crisil is conducting a free webinar tomorrow on select real estate companies.According to them, “these select real estate companies are at historical low valuations and offer strong upside”
The companies are Ashiana Housing Ltd , Bhartiya International Ltd , Nitesh Estates Ltd ,Parsvnath Developers Ltd and The Phoenix Mills Ltd
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India forecasts lowest growth in a decade
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Linkfest:Dec 18, 2012
Some stuff I am reading today morning:
A 1 Trillion $ treasure waiting to be dug out (AnilAgarwal)
As air fares soar, the bus is going places (BusinessLine)
Are Delhi’s buses safe for women? (NYTimes)
Investment in P Notes at year’s highest (Mint)
Is the law of big numbers catching up with Cognizant ?(BS)
Mutual Fund Mis selling is now a fraud:SEBI (CapitalMind)
Identify this (IlaPatnaik)
The Recency Bias (PragCapitalism)
How not to create your own hedge fund (RandomRoger)
Promises will be broken (DailyReckoning)