Category: Links

Some stuff I am reading today morning:

Saying No to RCEP (Amit Shah)

Vodafone’s future in India is uncertain (BS)

SCI disinvestment on track (DIPAM)

Godrej Properties: Rich Valuations, Poor Cash Flows (Tushar Sarda)

Honda’s Manesar operations suspended indefinitely (Rediff)

Temasek’s game plan for India investments (Forbes)

On Jewellery Deposit Schems (Mint)

Behavioral Finance is Finance (Albert Bridge Capital)

6 Investing Lessons from Jim Simons (Market Watch)

How Vanguard won the loser’s game (Morningstar)

Some stuff I am reading today morning:

Bajaj Finserv turns up the heat in broking (BS)

Inside the battle to save India’s telcos (BS)

Over 60,000 BSNL,MTNL employees have opted for VRS (Rediff)

Crisis in the Diamonds industry (Bloomberg)

Stock Talk: Narayana Hrudayalaya (Gurpreet Singh)

Value Investing, my foot (Subramoney)

The Quality Conundrum (Abhishek Basumallick)

Indian Mutual Funds holding International Stocks (Free Fincal)

Equity Strategies: Past is not prologue (Research Associates)

The rise of nationalism (George Soros)

Some stuff I am reading today morning:

Raymond to demerge core lifestyle business (ET)

22,000 BSNL employees opt for VRS in 2 Days (MC)

IRDAI bars Reliance Health Insurance from selling policies (BS)

IT Department Vs Tata Trusts (Money Life)

Stock Talk: MSTC Ltd (Gurpreet Singh)

Does P/E multiples determine investor returns? (Marcellus)

How to spend your money, according to Science (Big Think)

The Bear Case for Netflix (David Einhorn)

Why investors should avoid stock tips (Philip Carret)

Two paths to creative success in business and investing (CFA Institute)