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Fully Invested
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Linkfest:August 31,2015
Some stuff I am reading today morning:
A third of BSE 500 stocks back to Manmohan era (BS)
Distressed Developers sell flats in bulk at large discounts (FE)
JP Morgan Bond Fund Trips (Mint)
IPO Review:Sadbhav Infrastructure (MyInvestmentIdeas)
Motilal Research:Granules India (RJ)
Malaysia in crisis-repeat of 1997? (Zero Hedge)
A ‘Black Swan’ Fund made $1 Billion last week (Climateer)
We expect S&P 500 to decline by 50% in next 3 years (Bill Bonner)
Big Markets and Over Confidence (Aswath Damodaran)
Investors, this is a chance to clean up your act (Barry)
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Credit is key
First crack in asset quality of debt mutual funds. Unlike banks they have no equity cushion against value loss. Bank or MF, credit is key.
— Uday Kotak (@udaykotak) August 29, 2015
[gview file=”https://alphaideas.in/wp-content/uploads/2015/08/Ambit-Economy-Strategy-.pdf”]
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Investor Education Seminars Explained
So called expets get to promote themselves. Anchors get to become expert: wither Investor Education
— Sunil Arora (@moneybloke) August 28, 2015