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Chart:Large Caps Vs Mid Caps
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Linkfest: January 05,2015
Some stuff I am reading today morning:
China’s 7 minute selling frenzy that shook global markets (Bloomberg)
75% of blue chips below 5 year PEs (ET)
Big Sensex Rally in 2016 is unrealistic (Saurabh Mukherjea)
S Naren on the essentials of smart investing (Morningstar)
Some Megatrends (Subramoney)
Stocks that can go from “mid-cap” to “mega-cap” (RJ)
Some Pune property buyers are contemplating suicide (Ravi)
Rethinking “sin” stocks (Alpha Architect)
What I learned from losing $200 Million (Nautilus)
Saudi Arabia’s economy is a giant mess (WP)
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Long Term View
Fund manager: we take a longer term view on the stock market despite the sell-off
How long?
More than a day.
— Sid Verma (@_SidVerma) January 4, 2016
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On Market Selloffs
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Mutual Fund Magic
Every AMC has prepared a sheet which show that their funds are in top 5… We have magicians in our industry 🙂
— Suresh Sadagopan (@SureshSadagopan) January 4, 2016