Alpha Ideas

Investment Blog for the Indian Markets

Links

Linkfest:July 24,2015

Some stuff I am reading today morning:

Shares of unlisted companies beat returns given by listed (ET)

China’s stock market pain is India’s financial gain (Bloomberg)

Household savings are finally shifting to financial assets (Mint)

Kerosene subsidy to end in 3 years (FE)

Are real estate developers getting desperate for money? (Vivek Kaul)

IndiaNivesh Research Report:Ashiana Housing (RJ)

My wife – the value investor (of precious metals) (Stable Investor)

P/E “Attention” Strategies (Alpha Architect)

What’s really killing capitalism (Bill Bonner)

The challenge of long term investing (Irrelevant Investor)

Tags linkfest

Tweets

It’s different this time

In 1987 Pearson sold the FT's building to a Japanese buyer and kept the paper. Now it's selling the paper and keeping the building. Discuss.

— Peter Thal Larsen (@peter_tl) July 23, 2015

Realty

Jerry Rao wants to give you 15% assured returns

Post author By Raoji
Post date July 23, 2015
1 Comment on Jerry Rao wants to give you 15% assured returns

Jerry Rao is a well-known entrepreneur most famously known for starting Mphasis.

His latest venture is Value and Budget Housing Corporation (VBHC) of which he is the Executive Chairman

I was surprised to get this offer from VBHC which promises the investor an assured return of 15%

[gview file=”https://alphaideas.in/wp-content/uploads/2015/07/Chennai-Investment-Scheme-V1.pdf”]

Basically, VBHC is using the credit profile of the Investor to get itself low cost HFC funds.This is surprising as only last year, VBHC had raised funds from pedigreed investors like Carlyle group and IFC.

What happened Jerry?The money ran out?

Tags jerryrao, VBHC

Links

Linkfest:July 23,2015

Some stuff I am reading today morning:

SEBI busts Billion $ tax-evasion shops in the stock market (FE)

Gasoline-powered cars are toast (Bloomberg)

ex-Infosys CFO thinks odds against Infosys turnaround (MoneyControl)

Equity fund inflows hit record (ET)

Nomura research report:HDFC Bank (MyIris)

How Dolly Khanna got out of Hawkins Cookers (RJ)

Syngene:Premium valuations for outsized opportunity (BS)

Why shouldn’t you call your investors dumb (Bloomberg)

Market timing with value and momentum (Alpha Architect)

The sugar collapse is more dramatic than the gold collapse (Telegraph)

Tags linkfest

Chart

This Chart can give the creeps to ICICI Bank Stakeholders

Post author By Raoji
Post date July 22, 2015
1 Comment on This Chart can give the creeps to ICICI Bank Stakeholders

Source:UBS Research Report

Tags icicibank