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Links

Linkfest: 07 Feb, 2018

Some stuff I am reading today morning:

The stock market is volatile again.Get used to it (Ruchir Sharma)

Making sense of the global rout (Mint)

Why did markets fall?Nobody knows (Evidence)

RBI to leave policy unchanged (Reuters)

I-T Dept issues notices to 1L Cryto Currency investors (BS)

Pathetic corporate governance at Omkar Specialty (Leading Nowhere)

What investors should be thinking right now (TRB)

One of the greatest squeezes of all time? (Macro Tourist)

What you control (Barry)

BJP is on track to lose 2019 elections (Rediff)

Categories
Tweets

Abuse Email Indicator

Categories
Excerpts

Nilesh Shah’s prayers got answered today

We do not take cash call.

We remain fully invested across our funds and yes, the flows have been very strong and market near all time high level, so it’s a difficult task.

For 24 years of my career I used to pray that foreign institutional investors (FIIs) should buy so that my investors can make money.

Today my prayer is that FIIs should sell so that I can buy stocks cheap for my investors and get them money.

–from a 2017 interview by Nilesh Shah,MD,Kotak Mahindra AMC

Categories
Links

Linkfest: 06 Feb,2018

Some stuff I am reading today morning:

CBDT explains the LTCG tax (MC)

Warburg Pincus calls off Tata Tech investment (Quint)

Tata Motors turns profitable (BS)

Indian Billionaire Nirav Modi investigated for bank fraud (Reuters)

Dealing with stock market’s moments of terror (Safal Niveshak)

It’s hard to predict how you will respond to risk (Morgan Housel)

Seeing Valuations clearly (Swedroe)

Venture Capital is a Capacity Industry (Continuations)

Splitting the deal (A VC)

Empathetic doesn’t mean doormat (Seth Godin)

Categories
Humor

Who will be buying today?

Hat Tip: Big Gainzz