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This is India !

Who moved my booze?

Hat Tip:  Sunil Jain

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Chart

Chart : Sector Multiples

Source: Kotak Institutional Research

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Links

Linkfest: April 12, 2017

Some stuff I am reading today morning:

Kotak Research: Midcap stocks in bubble phase (MC)

How Akash Prakash minted money (ET)

Is the investment cycle about to turn? (Mint)

Will Infosys announce a buyback on April 13? (BS)

Legacy of British rule still holding India back (Bloomberg)

Advise from an old man (Subramoney)

Like riding a bike (Seth Godin)

The (un) importance of Returns (AA)

Mega Caps & Mega Lies (Howard)

Lessons from Valeant (Masters Invest)

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Excerpts

NBFCs headed for a fall?

Source: Ambit Research Report

Hat Tip: Aveek Mitra

Categories
Links

Linkfest: April 11,2017

Some stuff I am reading today morning:

Rupee may surge to 63/$ in a month (ET)

Why comparing countries on basis of P/E is ill advised (MC)

A real estate lesson from the Unitech case (Mint)

Self Driving Cars get more affordable (FE)

SBI: Retail investors press exit button (BL)

What Reliance Jio needs to turn profitable (Quint)

Why I don’t invest in banking stocks (Safal Niveshak)

President Trump is different from Candidate Trump (TRB)

Why “Peak Anything” is “Peak Nonsense” (Katusa)

How hackers hijacked a bank’s entire online operation (Wired)