Category: Links

Some stuff I am reading today morning:

Foreign Portfolio Investors are selling 100M$ every day (FE)

China is not a disaster (Akash Prakash)

Who needs GST? (Firstpost)

VG Siddhartha:India’s Coffee King (Outlook Business)

Modi proves cautious in fixing India Economy (Bloomberg)

ICICI Research: Top Stock Picks (RJ)

Patterned by birth (Irrelevant Investor)

The casual stock picker (Irrelevant Investor)

How the world’s biggest stock hedge fund stayed a secret (Moneybeat)

The most successful speculation ever (Daily Reckoning)

Some stuff I am reading today morning:

Piramal likely to buy IL&FS (ET)

Nifty back to 6000-6400! In Dollar terms (Nooresh)

Volatile markets spell trouble for IPO pipeline (Mint)

Lessons for investors in the turnaround story of Bata India (Beyond Proxy)

Could payment banks eat private banks’ CASA lunch? (Prof Varma)

Sovereign Gold Bond Scheme explained (Capital Mind)

Bose Committee on mis-selling financial products (Ajay Shah)

Prabhudas Lilladher Research:IDFC (MyIris)

Great Stocks Vs Great Businesses (Daily Reckoning)

Setting aside shame and blame in financial decisions (NYTimes)

Some stuff I am reading today morning:

Don’t trust the market’s big up days (Bloomberg)

Cash rich companies look safe bets (ET)

How to really buy insurance (VRO)

How to save money using 15G/15H (BeMoneyAware)

Conspiracy of the rich (Subramoney)

7 stock recommendations from Ambit (NDTV Profit)

Deutsche Bank:Stocks,bonds,housing at peak valuations (BI)

Would Seth Klarman buy his own book? (CIO)

World’s best investment for next 12 months (PE)

6 reasons for David Swensen’s success at Yale (Common Sense)

Some stuff I am reading today morning:

What is Franklin Templeton MF smoking? (Capital Mind)

How much further will the market fall? (Mint)

How Ramesh Damani made money in Ricoh (RJ)

Edelweiss Research:Buy Cipla (MyIris)

Alternative to Post Office MIS (VRO)

China is “blotting out the sun” (TRB)

Are we all traders now? (Macro Business)

In defense of risk parity strategies (Common Sense)

In gold,we trust-2015 edition (Zero Hedge)

Birla buys Mumbai bungalow for 425 Crores (FE)

Some stuff I am reading today morning:

Two Thirds of BSE 500 stocks are in a bear market (Mint)

Large Caps in a Sweeter Spot (BS)

Optimistic about investing in Indian Equities (Subramoney)

Motilal Oswal Research:Buy Coal India (MyIris)

How to choose an index fund in India (FreeFinCal)

Mutual Funds should use side pockets not gates (Prof Varma)

The long road of proving yourself as an investor (Fool)

When to double down on a position (Aleph)

The Brazilian Bovespa is the most interesting chart in the world (ZH)

The many uses of gold (DR)