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Linkfest: 03 January, 2019

Some stuff I am reading today morning:

Swap ratio fixed for BoB, Vijaya and Dena Bank Mergers (BS)

New investments in India plunge to 14 year low (Mint)

American CEOs warn of US-China trade war (CNBC)

Singhania Vs Singhania (FC)

Investor Profile: Dhiraj Dave (ET)

PPF regains the crown with best returns (ET)

M&M 9.5% NCDs (One Mint)

The pain of holding a stock (Jana)

Farmveda : Seed Capital (Forbes)

Mental Model : Market Regimes (Demonetized)

Categories
Chart

Chart: Market Breadth

Source : Morgan Stanley Research
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BookExcerpt

Seth Klarman on Investment Returns

Hat Tip: Ivan Malkkovic

From Seth Klarman’s Book ‘Margin of Safety’
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MegaTrends

Mega Trend: India’s Renewable Energy Capacity

Source: DRHP Filings of K.P.I Global Infrastructure Ltd
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Links

Linkfest: 02 January, 2019

Some stuff I am reading today morning:

Full Transcript: PM Modi’s first interview of 2019 (ANI)

RBI’s massive relief for MSMEs (RBI)

SEBI begins 2019 by tightening speculation (BL)

Jet Fuel Price now cheaper than petrol, diesel (Mint)

Ayushman Bharat is a ‘game changer’ (BQ)

3 Sectors with mouth watering opportunities (Jiten Parmar)

Is Active Alpha enough to cover taxes? (Alpha Architect)

China’s 2018 stock market performance was worst in a decade (CNBC)

When the bubble bursts, consider the anti-bubble (Ruchir Sharma)

What’s going to happen in 2019 (A VC)