Category: Links

Some stuff that I am reading today morning:

Ace value investor Chandrakant Sampat sees coming economic storm (Moneycontrol)

India’s veggie price misery to end soon (WSJ)

Namo to be named BJP’s PM candidate at the end of July (ET)

The weight of a sinking rupee (Mint)

Real estate boost for Rcom (BS)

The computers that run the stock market (CNNMoney)

Chart:Nifty with and without dividends (CapitalMind)

The optics of selling financial information (Reuters)

Theres only one clear winner (DailyReckoning)

India’s most communal politician (Mediacrooks)

Some stuff that I am reading today morning:

Be prepared for yet another gloomy earnings season (Mint)

10th century Jain idols stolen from Mangalore temple (MumbaiMirror)

RCom to hive off realty assets into separate listed company (FE)

Rising rural wage may boost UPA’s chances (ET)

The Food Security Bill is stealing from our children (CapitalMind)

Snapshot of 24 PSU Banks-Dividend dynamics,stressed financials,woeful valuations (JSAlphaa)

Stocks look OK, get out of gold and bonds (TRB)

Byron Wien’s 20 rules of investing and life (BigPicture)

High Frequency trading may be about to slow down (TimHarford)

Shashi Tharoor & NDTV-Imaginary Twitter Wars (MediaCrooks)

Some stuff I am reading today morning:

NMDC’s low valuation cushions price cut impact (Mint)

Just who are the angadias? (BS)

Why UPA’s good intentions are ruinous (Firstpost)

Real estate deals 2015 (Subramoney)

How Gold lost its lustre and other stories (BigPicture)

Of Jon Corzine and King Lear (JeffMatthews)

Economies face oil and rate headwinds (Moneybeat)

Who should start a bank in India? (AjayShah)

Gold-Has the narrative failed?(Acting-Man)

Digvijaya’s desperate and dangerous communal call (Mediacrooks)

Some stuff I am reading today morning:

UPA Govt takes ordinance route to Food Security (BS)

IT investors ignoring risks at their peril (Mint)

Not without my Zola (MumbaiMirror)

Why India’s food bill is bad for agriculture (WSJ)

Changing nature at Bajaj Auto’s plants (BL)

If it is too good to be true (OneMint)

Terrible lock in product (Subramoney)

Tehran Stock Index at historic high (Climateer)

My edge and the crossroads (TRB)

A very good idea-somebody ought to try it (BillBonner)

Some stuff I am reading today morning:

June Shocker:FIIs pull out 5.6 Billion $ from the debt markets (BL)

How Tony Fernandes roped in Ratan Tata for Air Asia India (Firstpost)

Jayalalithaa says Govt trying to benefit Reliance (ET)

Why didn’t more firms seek bank licenses (Mint)

Realty rush back in capital (BS)

Indian graffiti (HeartRanjan)

The betrayal of market prices (CapitalMind)

The Smartest Man is bullish on Europe (Blackstone)

Timing Method Performance over ten decades (MutualFundObserver)

How to spot a relief rally (DailyReckoning)