Categories
Conferences

Sohn Conference Lineup For Tomorrow

Looking forward to attending the inaugural Sohn India Conference tomorrow.

The Speaker List is very exciting:

  • Raamdeo Agrawal, Motilal Oswal
  • Kenneth Andrade, formerly at IDFC Mutual Fund
  • Rakesh Jhunjhunwala, Rare Enterprises
  • S. Naganath, DSP Blackrock
  • Sankaran Naren, ICICI Prudential
  • Akash Prakash, Amansa Capital
  • Shiv Puri, TVF
  • Shankar Sharma, First Global
  • Rukhshad Shroff, J. P. Morgan Asset Management
  • Sunil Singhania, Reliance Mutual Fund

If anyone is planning to attend,do let me know and we can meetup.

Categories
Chart

Chart:India Monsoon strongest in years

Source: Bloomberg

Monsoon

Categories
AlphaIdeas

Alpha Ideas finds a mention in Bloomberg

There was an article in Bloomberg yesterday where Alpha Ideas found a mention

BSE Ltd., Asia’s oldest stock exchange, is seeking shareholder approval to sell as much as a 30 percent stake.

The bourse plans to sell a minimum of 10 percent, with an option to raise the size to 30 percent if more shareholders are keen to sell their holdings, according to a notice from the company. The exchange is closely held by member brokers and overseas firms including Deutsche Boerse AG and Singapore Exchange Ltd.

The BSE could offer the shares at 500 rupees apiece, valuing itself at about 54 billion rupees ($800 million), said Nitin Rao, founder of AlphaIdeas, a market-maker for the exchange’s stock. The company is expected to go public by January 2017, he said. The Multi Commodity Exchange of India Ltd., the only listed Indian exchange, is valued at 49 billion rupees.

Categories
Links

Linkfest:June 02,2016

Some stuff I am reading today morning:

Only Rajan can replace Rajan as RBI Gov (ET)

The illusion of bank capital (Rajwade)

Key takeouts from India’s GDP numbers (Jaggi)

Ajit Issac’s strategy for Quess (Forbes)

How the world’s largest oil trader makes Billions (Bloomberg)

Does Golden Cross work? (Prashanth)

Investment Fatwas for doctors (Subramoney)

The existing trend is not irreversible (TRB)

Vacation money is Crazy money (Financial Samurai)

Paranoia and Personal Finances (NYTimes)

Categories
Links

Linkfest: June 01,2016

Some stuff I am reading today morning:

Stay away from Indian Indexes (Bloomberg)

How we revised our way to 7.9% GDP growth (Capital Mind)

15% Service Tax from today (Scroll)

The undoing of Helion Venture Partners (Mint)

A look at textile stocks (RJ)

Interview with Saurabh Mukherjea (ET)

Research Report: Mahindra & Mahindra (Motilal Oswal)

Why you should choose a financial advisor (Bala)

Gold is headed to $4500 (DR)

Financial engineering is replacing real engineering (Satyajit Das)