Categories
Video

The New India

Sanjeev Sanyal is the Principal Economic Advisor in the Ministry of Finance,Govt of India.

In this superb talk, he explains the Modi Govt’s thought processes on the IBC,GST etc.

It’s a long watch, but well worth your time.

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Raoji's Corner

Ashish Chauhan’s Revenge

BSE Ltd. has now applied for an extension in trading hours for the equity market as well, Managing Director and Chief Executive Officer Ashish Chauhan told BloombergQuint in an interview. “All of us need to work hard. India needs to develop further.I am sure investors will slowly adjust (to the extended trading hours) like we did in 1994-95.”

The exchange’s shares have declined nearly 21 percent so far this year, while the benchmark S&P BSE Sensex Index has risen over 14 percent during the same period.

Maybe this is Ashish Chauhan’s way of screwing the investor community for not trading on his exchange.

Categories
Excerpts

Possible 2019 Scenarios & Market Outcomes

Source: CLSA Research

Categories
Links

Linkfest: 30 August, 2018

Some stuff I am reading today morning:

Demonetization: 99.3% notes back (Mint)

Adani buys Mumbai Power Distribution Business (BS)

Fresh visa woes for Indian IT (MC)

Electrosteel: One Stock, Two Prices (BQ)

Minda Industries: Trend Spotter (OB)

3M India: Dial M for efficiency (Forbes)

The Stock Market is shrinking (NY Times)

Negative headlines as value investing opportunities (AM)

Waiting for the market to crash is a terrible strategy (SVRN)

Being public (A VC)

Categories
Observations

Camlin Fine: What does Morgan Stanley know?

Today the stock price of Camlin Fine Sciences crashed on heavy volumes

The seller was revealed in the Bulk Reports data to be Morgan Stanley.

Why were they in such a hurry to exit?