Category: Links

Some stuff I am reading today morning:

How Milan Patel made a killing in the market (Bloomberg)

Rajan explains the rot in PSU Banks (Vivek)

Nilesh Shah:Sell your house & Buy Equity (Money Control)

Asset Allocation-Importance and Responsibility (Subramoney)

Nifty P/E Ratios still too high (Capital Mind)

Infosys on track to meet $20 Billion target (Mint)

Is SBI under valued? (Morningstar)

Gold:Hedging for what exactly? (Charles)

Short Term Rebounds on Downtrends are common (Price Action)

India’s cheapest smartphone at Rs.251 (3.5$) (BS)

Some stuff I am reading today morning:

The success story of Sachin Kharate (Subramoney)

End of wild stock swings on India’s budget (Bloomberg)

UB Holdings declared as wilful defaulter (Money Control)

Supreme Court asks for list of bank defaulters (Mint)

Many large caps ripe for picking (BS)

Tax benefits of preventive health checkups (BasuNivesh)

Sukanya Samriddhi Yojana Vs PPF (FreeFinCal)

The $ rally and the EM rout (TRB)

China says India’s economic data manipulated (WSJ)

The Cost Matters Hypothesis (Morningstar)

Some stuff I am reading today morning:

Why negative interest rates herald new danger (Telegraph)

Mutual Funds cut exposure to banks,autos (BS)

5 Large Cap stocks looking attractive (ET)

Will Budget session be a washout? (Mint)

Sinha gets 1 year extension as SEBI chief (Firstpost)

India should put fiscal discipline first (Bloomberg)

Selection and Survivor Bias (Prashanth)

Why bear markets are so painful (Common Sense)

Mangalore:Investor’s Paradise (Outlook Money)

The man who felled Facebook (Outlook)

Some stuff I am reading today morning:

Robbing Peter to pay banks (BS)

Service Tax to be raised to 16% (FE)

Just how bad the Bank NPA problem is (Moneycontrol)

Wipro puts its cash to use (Mint)

My Mutual Fund investing journey (FreeFinCal)

Of investment theories and biases (Prashanth)

What investors should be thinking right now (TRB)

Gold is heading a lot higher (Schiff)

Dual Momentum on individual stocks (AA)

Notes from the Cafe Mutual Conference (Subramoney)