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Letters

Prem Watsa on his India Investments

[gview file=”https://alphaideas.in/wp-content/uploads/2016/04/Final-2015-Shareholders-Letter.pdf”]

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Links

Linkfest:April 06,2016

Some stuff I am reading today morning:

RBI Rate Cut: QE with Indian characteristics (Mint)

Rajan boosts odds he will stay on as RBI Governor (Bloomberg)

AI Express:Low Cost but High Profit (BL)

Gold coins will be available at India Post (ET)

Investing:Simple Vs Complex (TRB)

Think half a cycle ahead (Aleph)

Namo is on the right track (Subramoney)

Half of 2016 IPOs trade below issue price (Firstchoice IPO)

Payment Banks:Transaction Initiated (OB)

China jitters could cause global market bloodbath (Telegraph)

Categories
Chart

Best Wealth Generators of the Decade

Source:Prashanth

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Chart

Chart:The World’s Cheapest Stock Markets

Source: Telegraph

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Categories
Links

Linkfest: April 05,2016

Some stuff I am reading today morning:

Buy & Hold Mutual Fund Returns (Mystic Wealth)

Indian tycoons pay-up moment (Bloomberg)

Panama Papers:Names of 500 Indians leaked (BS)

16 PSUs lined up for disinvestment (MoneyControl)

Latest Bank FD Interest rates (My Investment Ideas)

Annuities-The Fear Factor (Bala)

Interview with Samit Vartak (Safal Niveshak)

Should investors know their fund manager’s salary? (Morningstar)

How much do profits matter to stock market returns? (Common Sense)

10 Demographic Trends that are shaping the world (Pew Research)