Some stuff I am reading today morning:
Capt. Gopinath’s new flight plan (BS)
The iron ore conundrum (Mint)
NSE rejigs charges (MoneyControl)
Ray Dalio on Europe (BusinessInsider)
Volatility,correlation and dispersion trades (ClimateerInvesting)
Marketing is dead (HBR)
Valuation Class online (AswathDamodaran)
Some stuff I am reading today morning:
VA Tech Wabag a beneficiary of a mega trend (Bloomberg)
Interesting observation on open offers (NeerajMarathe)
Stock talk on Cera Sanityware (SafalNiveshak)
Michael Lewis profile of Barack Obama (VanityFair)
End of alpha spells trouble for fund managers (FT)
John Paulson is the most resourceful fund manager (DealBreaker)
Sensible investors doing boring stuff (Abnormalreturns)
Some stuff I am reading today morning:
Heavy FII flows since Jan indicate round tripping (ET)
Coal Scandal hinders New Delhi (WSJ)
Rumors swirl as China’s Xi vanishes (FT)
The growing risk of shorting China stocks (FTAlphaville)
The necessity of a college education (Felix)
Ruane,Cunniff and Goldfarb Investor Day (Sequoia)
India’s Diary King leaves behind a better place (Bloomberg)
Some stuff I am reading today:
Jet Airways:Living to fight another day (BusinessLine)
Its raining money (FirstPost)
The man who fell to earth (Mint)
Kurie:The doodhwala visionary (BS)
Using DCF to value stocks (SafalNiveshak)
Is India a country of thieves? (CapitalMind)
Soros:The survival of Euro is assured (BusinessInsider)
Some stuff I am reading today morning:
Gold glitters in Sept (Bespoke)
Worst may be over for Ballarpur Industries (Mint)
India rules out ban on sugar exports (Bloomberg)
RBI Watch:Indian perspectives on turmoil in global economy (RBI)
McDonalds wooing of India continues (NYTimes)
803 Years of Inflation (ClimateerInvesting)
World Bank appoints Kaushik Basu as Chief Economist (WSJ)