Category: Links

Some stuff I am reading today morning:

Brick by brick,Indian realty story crumbles (BS)

Do Indian companies fudge their earnings? (Mint)

If US Govt shutdown continues, commodities markets will go dark (ET)

Hiring in banking sector to go up by 30% this year (FE)

Why the Rahul fake encounter with morality doesn’t wash (Firstpost)

Wall Street to Washington:What me worry? (Businessweek)

Mean regression and the value anomaly (TurnkeyAnalyst)

Why most traders fail (TRB)

Microsoft investors want Bill Gates out of Microsoft (Reuters)

Private Equity firms are delusional (Quartz)

Some stuff that I am reading today morning:

George Soros:Europe’s nightmare is getting worse (BI)

Why Investors should avoid Emerging Markets (BI)

Medicines prices to crash under new drug policy (ET)

Why business groups should not own banks (Mint)

4 Indians charged with USD 200 Million $ credit card fraud (FE)

Is Manmohan Singh just another thick skinned politician? (Firstpost)

What does it cost to make an iPhone? (WSJ)

Sam Adrangi of Kerrisdale Capital (NYMag)

On smart beta (PortfolioProbe)

Momentum Factor Unpacked (IndexUniverse)

Berkshire exercises Goldman warrant (Bloomberg)

Some stuff that I am reading today morning:

Ratnakar Bank finds profits where others fear to tread (Reuters)

The world’s cheapest emerging market (DailyReckoning)

Is NSEL a case of principal-agency problem? (Mint)

The story behind 0% interest EMI schemes (FE)

FIR against NSEL/FT promoters,directors and staff (BS)

Farewell, Lalu Prasad (Firstpost)

10 surprising economic trends that rule the world (Quartz)

10 terms investment pros use to raise money (TRB)

Sharing economy is here to stay (LATimes)

London’s hot Indian restaurant (Bloomberg)

Some stuff that I am reading today morning:

SFIO probe calls Tata-Unitech deal as dubious and disguised (ET)

Understanding the Narendra Modi phenomenon (Mint)

FIIs invest $2 Billion in Indian Equities in September (FE)

Modi,the media and their great political game (Firstpost)

Pimco shook hands with the Fed and made a killing (Reuters)

How to turn a 3% return to a 10% gain (Morningstar)

Do we actually buy a piece of business when we buy stocks? (Ivanhoff)

How many greater fools does it take to make a bubble? (Moneybeat)

Seasonal patterns (PragCap)

Cuckoo Journalism (Mediacrooks)

Some interesting off beat reads for the weekend:

Raghuram Rajan: Line of Credit (Caravan)

Nandan Nilekani:Unique ID of his own (Outlook)

Pakistan:No country for minorities (Tehelka)

Rahul Gandhi dumps inner party democracy in Amethi (Open)

The man who saved the world by doing absolutely nothing (Atlantic)

The best way to get a cheap airplane ticket (BusinessWeek)

A brief history of Scotland Yard (Smithsonian)

China’s richest man wants to be a movie mogul (Economist)

Back to British (Mediacrooks)

The great Marijuana crash of 2011 (BI)

The largest food fraud in US history (BusinessWeek)

How one Iranian Commander is reshaping the Middle East (NewYorker)

Culture:Some interesting music tracks (MumbaiBoss)

How to buy a used car in India (TeamBHP)

Gangs of Social Media (Wired)

The worst of times (Dawn)