South East Asia is down for 10 days in a row
Source:David Angles
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Linkfest:May 05,2016
Some stuff I am reading today morning:
Stanley Druckenmiller: Get out of stock market,buy gold (CNBC)
BSE suspends trading in Ricoh India (MoneyControl)
Higher derivatives lot size boosts margin trading biz (BS)
Investors pick Indian monsoon winners (Bloomberg)
Stock Review: Godrej Consumer (Mint)
EM investors share views on India & China (Morningstar)
Steps towards financial freedom (Subramoney)
What’s in a multiple? (Financialist)
Warren Buffett finally comes clean (DR)
Buffett lessons for Value Investors (AA)
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Chart:5 Year Returns of Nifty Stocks
Source: Rajat Sharma
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The ever weaker $
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Linkfest: May 04,2016
Some stuff I am reading today morning:
How Subramaniam Swamy changed the game in Rajya Sabha (Jaggi)
What I took away from Buffett’s shareholder meet (Raamdeo Agarwal)
IPO Review: Parag Milk Foods (BS)
India is suffering its worst drought in decades (Bloomberg)
Rural distress dries up FMCG volumes (BL)
Federal Bank draws big investors (ET)
SEBI’s new rule on settlements to help Reliance (Mint)
Is “Margin of Safety” an excuse for doing nothing? (Aswath Damodaran)
Ranking 30 sectors by equity performance 1933-2015 (PE)
Steve Cohen:Talent is thin (Bloomberg)