Category: Links

Some stuff I am reading today morning:

Shares of unlisted companies beat returns given by listed (ET)

China’s stock market pain is India’s financial gain (Bloomberg)

Household savings are finally shifting to financial assets (Mint)

Kerosene subsidy to end in 3 years (FE)

Are real estate developers getting desperate for money? (Vivek Kaul)

IndiaNivesh Research Report:Ashiana Housing (RJ)

My wife – the value investor (of precious metals) (Stable Investor)

P/E “Attention” Strategies (Alpha Architect)

What’s really killing capitalism (Bill Bonner)

The challenge of long term investing (Irrelevant Investor)

Some stuff I am reading today morning:

SEBI busts Billion $ tax-evasion shops in the stock market (FE)

Gasoline-powered cars are toast (Bloomberg)

ex-Infosys CFO thinks odds against Infosys turnaround (MoneyControl)

Equity fund inflows hit record (ET)

Nomura research report:HDFC Bank (MyIris)

How Dolly Khanna got out of Hawkins Cookers (RJ)

Syngene:Premium valuations for outsized opportunity (BS)

Why shouldn’t you call your investors dumb (Bloomberg)

Market timing with value and momentum (Alpha Architect)

The sugar collapse is more dramatic than the gold collapse (Telegraph)

Some stuff I am reading today morning:

Maruti overtakes Suzuki in market value (ET)

Has Infosys got its mojo back? (Mint)

Share prices of gold loan companies fall (BS)

Gold’s own country (Outlook Business)

Steeling for China’s fall (BS)

Motilal Oswal India Strategy Report (RJ)

Nomura Research Report:LIC Housing Finance (MyIris)

Goal or Liability?SIP or EMI ? (Subramoney)

Simple rules for short term stock trading (Bala)

I passed on Berkshire Hathaway @  97 $ per share (Microcap Club)

Some stuff I am reading today morning:

Sack Jaitley as FM (Firstpost)

Mutual Funds:Asset managers or asset gatherers? (Mint)

The old problem of new mutual funds (VRO)

$1000 /oz Gold on the horizon (FE)

Why gold is on the cusp of a new bull market (Daily Reckoning)

How Bisk Farm is giving biscuit heavy-weights a run for their money (OB)

HDFC Sec Research Report:ACC (MyIris)

What is the biggest risk right now? (Common Sense)

What is so great about Warren Buffett? (Quora)

A visual history of market crash predictions (Funds Reference)

Some stuff I am reading today morning:

Global funds make a beeline for Indian Banks (ET)

How fair are equity analysts? (Mint)

Modi faces dissent over Indian labour laws (Bloomberg)

IPO Review: Syngene International (MyInvestmentIdeas)

Emkay Research Report:Bajaj Auto (MyIris)

Tax Free Bonds Notification FY2015-16 (OneMint)

How goodwill builds up (Jana)

Luck Vs Skill in active management (CommonSense)

3 Years down in a row.Buy. (Meb Faber)

The travels and travails of the Macro tourist (Barry)