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1295% Returns

Source: CLSA Research Report

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Bright Future

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Linkfest: 09 October, 2018

Some stuff I am reading today morning:

IL&FS jitters erode 12.5% of MF assets (BS)

Rupee closes at all time low (BQ)

HFCs cut down disbursements (ET)

Confessions of an Equity Analyst (VRO)

Is this time different for emerging markets? (Mint)

Why emerging markets matter (Swedroe)

Migrant workers flee Gujarat affecting industries (FE)

India will import Iran oil (CNBC)

Club Mahindra- My biggest financial mistake (TFL)

Many parallels between Tesla & Lehman Brothers (AM)

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Su Levanu?

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Links

Linkfest: 08 October, 2018

Some stuff I am reading today morning:

RBI springs a surprise (Morningstar)

Tax relief for IPOs, FPOs, ESOPs (MC)

HNIs, retail investors shun IPOs (Mint)

Britannia wants to make its 100th year memorable (Rediff)

Sector Watch: Airline Stocks (OB)

Rana Kapoor: Controversy’s Child (Digital FC)

Investors should ‘calibrate’ their portfolios (Howard Marks)

My favourite investing story of all time (DR)

Risk Management (Morgan Housel)

Interview with Felix Grandluckmeister (PAL)