Categories
Links

Linkfest: January 24, 2018

Some stuff I am reading today morning:

Modi in Davos (Quint)

India’s burgeoning middle class (Mint)

Can disinvestment raise 1 Lakh Crores? (Fortune)

Indigo gets it’s mojo back (MC)

Hotel occupancies hit 9 year high (Rediff)

Interview with Porinju Veliyath (ET)

Insider trading in Panacea Biotec (Gaurav)

10 Best Sector Mutual Funds for 2018 (My Investment Ideas)

Why does momentum investing work? (PragCap)

Highest Gap above 200 DMA (Crossing Wall Street)

Categories
MegaTrends

Global Mega Trend : EV Sales

Source: CIE Report

Categories
Excerpts Observations

No, You ain’t no stock picking genius

Source: Ravi Padmanabhan’s Presentation in TIA on 21 Jan, 2018

Categories
Links

Linkfest: January 23,2018

Some stuff I am reading today morning:

India is the toast of Davos 2018 (BS)

Mukesh Ambani is ready for another contrarian bet (ET)

Tata Steel: Next leg of expansion (Mint)

Interview with N Chandra (Quint)

IPO Review: Galaxy Surfactants (MyInvestmentIdeas)

Asset Allocation and its problems (Subramoney)

A Momentum Signal that occurs only 1% of the time (TRB)

How Charlie Munger became an “expert generalist” (Quartz)

Complexity Bias (Farnam Street)

Hope and Reality (Seth Godin)

Categories
Excerpts

The rise and rise of India

Source: Wall Street Journal