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Chart

It’s the PE, Stupid !

Source: Sage One Investments

Interesting to know where are the returns are coming from in the Indian Stock Market.

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Links

Linkfest: January 19,2017

Some stuff I am reading today morning:

Next 15 days to see flurry of IT notices (ET)

Why I won’t invest in CPSE ETF (RamaKrishna)

Has Amazon over-estimated size of India’s market? (Mint)

Sajjan Jindal to make electric vehicles (Bloomberg)

Stock Talk: Linc Pen (RJ)

When Trump Tweets,Wall Street trades instantly (LA Times)

The Illusions driving up US asset prices (Shiller)

The single greatest mistake investors make (Felder)

The Humility Factor (FMD Capital)

When is it OK to spend up? (Financial Samurai)

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Chart

Chart: Top 10 Stock Markets in Last 20 Years

Source: Life & Equities

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Chart

Chart: HFC Comparison

Source: Ambit Research

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Video

PayTM Founder’s Pep Talk

Daaru Asli Hain !!