Categories
Links

Linkfest: 08 September, 2022

Some stuff I am reading today morning:

Russia to stop supplying energy if price caps imposed (BS)

European Central Bank to unleash a massive rate hike (CNBC)

Govt cuts Railways Land Licensing fee to 1.5% (Fortune)

Adani to create 3 Giga Factories in India (BT)

Europe’s metal plants struggling to survive (Bloomberg)

Stock Talk: LG Balkrishnan & Bros (Phoenix Capital)

Ex-NSE MD Ravi Narain sent to 2 Day ED Custody (Rediff)

Is a new golden age of value coming? (Klementon)

The role of shorts in a real assets portfolio (Massif Capital)

There’s a lot of misery by misusing stocks (Charlie Munger)

Categories
Quotes

Alpha is a Trade Secret

Categories
MegaTrends

Mega Trend: India Energy Consumption

Source: Investor Presentation of Indian Energy Exchange Ltd

Categories
Links

Linkfest: 07 September, 2022

Some stuff I am reading today morning:

Lehman Event looms for Europe (Oil Price)

Adani responds to Credit Sights report (BS)

Tata Motors rolls out India’s first CNG truck (Rediff)

12,800 Cr money laundering case of Amtek Auto (Money Life)

Sector: Tyres (MC)

Thread: On Algo Trading (Nithin Kamath)

On Fractional Real Estate Commercial Properties (Stable Investor)

What’s Alpha? (Morningstar)

The worse still to come in Europe’s gas crisis (CNBC)

UK is an economic catastrophe (CNN)

Categories
Interview

Why FIIs will come to India

Source: The Market

Q: A weaker dollar should be good for emerging markets, shouldn’t it?

Jeffrey Gundlach: Yes, when the dollar tops out, you should own nothing but emerging markets if you’re an extremely aggressive investor. I wouldn’t do it personally because I’m a low-risk personality type, but emerging markets will do very, very well. They’re so cheap compared to developed markets, and their currencies will appreciate, I think, in the next recession. That means you could have a double win when you’re a US dollar-based investor. But I don’t think it’s going to happen this year. That might be a story for 2023