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Linkfest:June 27,2013
Some stuff I am reading today morning:
Why I sold out my portfolio completely (Prashant)
India is screwed (Firstpost)
Maharashtra mulls audit of every building (BS)
Tatas to pump 48,000 Crores into unlisted infra firms (Mint)
Falling rupee to offer no respite from FII selloffs (ET)
A SUV under Rs 6 Lakh-Ford Ecosport (Businessline)
Another ugly day for gold (Moneybeat)
Return to paradox-Another flight to Treasuries (DailyReckoning)
The overconfident investor moves markets (Yahoo)
Following the Fed (BigPicture)
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Naren of ICICI Pru joins the chorus
I had blogged earlier about how the next sector to be touted will be those of export oriented companies.
Sure enough, S Naren of ICICI Pru made the following statement”We have always believed in exports as a theme.We took this call over the past two years and could
consider adding to exporters of technology, pharmaceuticals,
auto parts and textile”, he said, without naming any companies.
Watch out for more and more fund managers join the chorus.