Category: Links

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)

Some stuff I am reading today morning:

Firms rush for bank license on final day (Mint)

7 and Half Million Cars trigger parking wars in Delhi (NYTimes)

The scoreboard so far (TRB)

The case for buying precious metals (MarketAnthropology)

Research:How do hedge fund stars create value? (SSRN)

Mutual Fund Colour Codes (BasuNiveshak)

Hypo Crises (Mediacrooks)

IDFC-A long term investment worthy business (StableInvestor)

5 Fairy Tales for the modern Indian man (Heartranjan)

How 40 year olds should be planning for their financial future (BI)

Some stuff I am reading today morning:

Reliance on course to emerge as a value creator (ET)

Rupee at 60:Options before RBI (Mint)

Stop buying too many policies (BS)

There is no Bihar model of development (Firstpost)

Its time to make some money (RohitChauhan)

Who’s the Rambo?Modi or Media (UsualSuspects)

The rich get fooled too (Subramoney)

The passive indexing crowd should reconsider (PriceActionLab)

The hardest trade on earth right now (TRB)

Enterprise Value, Firm Value and Market Cap (AswathDamodaran)