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Linkfest: March 25,2015

Some stuff I am reading today morning:

CLSA:FII’s interest in Indian equities is peaking (ET)

The quest for growth (Andy Mukherjee)

10.8% Muthoot Finance NCD (OneMint)

What is being rich? (Subramoney)

How to invest in high quality small cap stocks (MarketWatch)

Investing in High Dividend Yield Stocks: A Sucker’s bet? (Alpha Architect)

Main Street gets Startup Bubble exposure (TRB)

Yellen isn’t yellin anymore (Nihon Cassandra)

China wants to buy Europe (Bloomberg)

Soros says Greece is now lose-lose game (Bloomberg)

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Interview

What I and Rakesh Jhunjhunwala have in common

Q :If not an investor, what would you have been?

Rakesh Jhunjhunwala: Well, I always wanted to be a journalist. If you are a good journalist, you can bring about profound change. I even contemplated becoming a counsellor. But at the age of 16, I decided that my future lies in the stock market. My parents agreed and my father advised me to do a chartered accountancy course or else nobody would marry me or give me a job. Today, I don’t manage anybody’s money and am not answerable to anybody. I have only one client and that is my wife.

Er…my only client too is my wife. Have to ensure my wife doesn’t meet RJ’s wife!

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GuestPost

Sandeep Dixit: Interest rates may have bottomed out

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/03/RM-Show-me-the-money.pdf”]

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