Categories
Links

Linkfest:July 08,2015

Some stuff I am reading today morning:

China crashes-over half of Chinese stocks suspended (Zerohedge)

USL gets out of UBL (FE)

Is the TCS stock a safe haven? (Mint)

HDFC Sec:Model Portfolio (RJ)

Nomura Research Report:Shriram Transport Finance (MyIris)

The hugely profitable legal way to game the stock market (Bloomberg)

Why momentum investing works (Common Sense)

The Xi Jinping put (Quartz)

The ‘Wisdom of Crowds’ is not wise (Bloomberg)

A London Hedge fund lost 1.2Million $ in a phone scam (Bloomberg)

Categories
Cartoon

Not what you thought

Categories
Links

Linkfest:July 07,2015

Some stuff I am reading today morning:

Some points from meeting with Prashant Jain (Wise Wealth)

Concerns about the valuation of the broad equity markets (Ajay Shah)

Are housing finance stocks on shaky ground? (Outlook Business)

Weak markets unsettles Lodha Developers (BS)

Kotak:Mid-level IT jobs at risk (NDTV)

Barclays Capital: CESC (IndiaER)

Spotting winners in mutual funds (Outlook Money)

Where can you invest your emergency fund? (Good Moneying)

10 Consequences of Greece’s No Vote (Bloomberg)

Chinese investors are hit hard by market turn (NYTimes)

Categories
Sellside Research

Private Life Insurers are eating LIC’s lunch

(Disclosure:I am market making in the shares of ICICI Pru Life)

[gview file=”https://alphaideas.in/wp-content/uploads/2015/07/Ins-JM.pdf”]

Categories
Video

R Balakrishnan: In Equities,I trust

A long watch but well worth your while

Source:FreeFinCal