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Sellside Research

Kotak Report on HDFC Bank

This report is for informational purposes only.Not a recommendation to buy or sell.

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Video

Kieser Report:Barclays Bad Bet

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Links

Linkfest:July 02, 2012

Some stuff I am reading today morning:

A very curious slowdown (Mint)

Policy Watch:Transparency in LPG subsidy (AjayShah)

Europe’s great illusion (NYTimes)

Investment Error:Reaching for yield (BigPicture)

Why the world’s second largest economy is completely screwed (TRB)

Why governments spend wealth instead of building it (DailyReckoning)

Five Years of Walt Mossberg’s iPhone reviews (WSJ)

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Cartoon

Cartoon by Sudhir Tailang:Dr.Singh at work

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Quotes

What was that again?

”I got death threats from them.’They say I am promoting a Western culture and bringing kids out of their homes for recreational activity and if you continue this it might be really difficult for you.I quit coaching, but I got [picked] for [first-class] cricket and the matches were all around Pakistan. When I started performing, they said, ‘You are still involved with cricket and promoting Western culture. If you come back to home, or wherever you are, we will find you.’ I am happy that I am a good Muslim. I am doing nothing contrary to Islam.I am playing here the last two years and I am still praying and I never drank alcohol. There is nothing contradictory with Islam and playing cricket.”-says Fawad Ahmed, Pakistani cricketer who is seeking asylum in Australia