Categories
Links

Linkfest:September 03, 2015

Some stuff I am reading today morning:

Builders in trouble (FE)

Debt funds hit the reality of losses (VRO)

‘4G Challenge’ proves to be tough for Bharti Airtel (BS)

HDFC Research:Buy Sanghi Industries (MyIris)

List of highly indebted companies in the Indian stock market (Profitalyzer)

Most popular research paper suggests you be in cash (Bloomberg)

When stocks plunge (Motley Fool)

How market volatility affects our brains (Alpha Architect)

The lessons in a correction (Swedroe)

20% of Stanley Druckenmiller’s portfolio is now in gold (DR)

Categories
Tweets

Why Reliance investors are missing Dhirubhai Ambani

Categories
ForecastingFolly

Forecasting Folly: Manish Kumar Edition

Manish Kumar is the Chief Investment Officer of ICICI Prudential Life which has a AUM of more than 1 Lakh Crores.

Here is what he said 2 weeks back

 

Forecasting Folly, anyone?

Categories
Cartoon

The New Bear Market

Categories
Links

Linkfest: September 02,2015

Some stuff I am reading today morning:

MAT relief for foreign investors (Mint)

Indian tyre makers no match for the Chinese (Onkar Kanwar)

Is Enam buy paying off for Axis Bank at last? (ET)

Interview with S Naren,CIO of ICICI Pru Mutual Fund (VRO)

Prabhat Diary IPO gets screwed (Moneycontrol)

Religare Research:Buy UltraTech Cement (MyIris)

Latest Bank FD rates for Sept 2015 (MyInvestmentIdeas)

Modi making progress on stalled projects (Bloomberg)

Why Fed will raise rates this year (Barry)

How much diversification is necessary? (Common Sense)