Category: Links

Some stuff I am reading today morning:

How Vishal Sikka has put his stamp on Infosys (Mint)

Will the real Indian inflation rate please stand up? (Bloomberg)

SEBI probing UBS on round tripping (BS)

Lessons from 50% fall in home sales in Delhi (Firstpost)

Worst investment/retirement mistakes (Subramoney)

Castex Technologies goes from 40 to 360.Then… (Capital Mind)

ICICI Research Report:Dabur (MyIris)

Anxious investors (A VC)

Momentum is price breakout (Price Action)

Actually gold rises after FED rate hikes begin (TRB)

Some stuff I am reading today morning:

Would you make a donation to help a poor real estate developer? (VRO)

How much do I need to retire early in India? (Freefincal)

Scary retirement statistics (Subramoney)

Tax implications of bonus shares, stock splits (Calculated Wagers)

Nomura Research Report:Union Bank (MyIris)

The multi-faceted Ramesh Damani (ET)

Pick a valid strategy.Stick with it (Aleph Blog)

Behavioral finance trumped (Swedroe)

Gold is only going to get worse (Bloomberg)

Communication lessons for the RBI governor (Mint)

Some stuff I am reading today morning:

How algorithmic traders are changing Indian equity markets (Ajay Shah)

The naked truth about PSU banks (Mint)

The farewell talk with Kenneth Andrade (VRO)

IPO possible for HDFC Standard Life (FE)

IPO Review:Syngene International (One Mint)

IPO Review:Mangalam Seeds (MyInvestment Ideas)

ICICI Research Report:Concor (MyIris)

Current property prices in Pune (Ravi)

What I learned talking to stock market investors in China (MW)

Stop anthropomorphizing markets (Big Picture)

Some stuff that I am reading today morning:

Market crashes (Mint)

Why are rich Indians fleeing the country? (Firstpost)

Is M&M India’s version of Berkshire Hathaway? (Beyond Proxy)

HDFC Sec Research Report: Asian Paints (MyIris)

Should you opt for a direct plan for Mutual Funds? (Morningstar)

Gold is doing well compared to other commodities (Macro Man)

One way to beat the market-be different (Alpha Architect)

A dozen things I’ve learned from Paul Tudor Jones about investing (25IQ)

Mumbai is overflowing with garbage (Bloomberg)

Obituary:APJ Abdul Kalam (NYTimes)

Some stuff I am reading today morning:

PFC Offer for Sale today (OneMint)

Over 20,000 Crore loans of JPAssociates at stake (Capital Mind)

Airtel to roll out 4G services before Reliance Jio (BS)

P-Note crackdown may weigh heavily on markets (BS)

Sanjay Bhattacharyya is buying Salzer Electronics (RJ)

It’s hard to bet against houses (Bloomberg)

Gold is dead, long live Gold (Market Anthropology)

The rally is rotting from within (TRB)

Startups should aim for niche not mainstream (A VC)

4 Things to know about Asset Allocation (Vanguard)