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Links

Linkfest: January 30,2018

Some stuff I am reading today morning:

Economic Survey explains why the stock market is booming (ET)

Indirect tax payer rises by 50% (Mint)

Seat Belts,Condoms and the Indian Equity Investor (Eighty Twenty)

Our PMS funds have under performed (Motilal Oswal)

Stock Talk: Sanwaria Consumer (Oscillations)

The cloning of India’s public sector banks (Quint)

Short Sellers in a bull market (Macromon)

How perception shapes our investment reality (Mullooly)

Aamir’s film beats Star Wars at China’s box office (Bloomberg)

Downsides to dying with too much money (White Coat Investor)

Categories
Chart

India’s Inflation does not pass the smell test

Find the inflation numbers absurdly low…certainly not my experience.

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Chart

Current Nifty Sector Weights

Source: IDBI Capital Research

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Chart

Chart: The Modi Effect

Source: Economic Survey of India 2017-18

Categories
Links

Linkfest: January 29,2018

Some stuff I am reading today morning:

Galaxy Surfactants IPO opens today (MC)

Indian Hotels looks to enter branded homes  business (Mint)

Shree Cement goes abroad (BS)

Interview with Puneet Dalmia (Quint)

15-15 Perfect ratio (Amit)

My first extended bull market (Quest for Value)

Stock Talk: Nitin Spinners (Dolly)

Cutting losses (TRB)

The best financial move I ever made (FS)

The thin line between bold and reckless (Morgan Housel)