Categories
Links

Linkfest:November 02, 2017

Some stuff I am reading today morning:

India is now world’s most expensive market (ET)

US Fed signals Dec rate hike (Mint)

Sales of new homes plunges (FE)

Khadim India’s IPO opens today (Quint)

IPO Analysis: Khadim (SP Tulsian)

Shareholders flex their muscles (IIAS Advisory)

Royal Enfield: Cruising on nostalgia (OB)

Get rich with conspicuous consumption (Money Mustache)

Polychain: A hedge fund which invests in only crypto assets (A VC)

It’s better to kick them when they are down (All Star Charts)

Categories
Links

Linkfest: 01 November, 2017

Some stuff I am reading today morning:

Why PE funds are getting attracted to the Indian Steel Sector (Vikas)

FPIs rush to catch the market rally (BL)

Modi’s reaction to India’s historic jump in Ease of Business rankings (FE)

Avoid New India Assurance IPO (Mint)

IPO Review: Mahindra Logistics (SP Tulsian)

GST may drive mega sale in December (ET)

Uflex Ltd: A mispriced bet? (Jiten Parmar)

DoCoMo has its payday (Quint)

Plastic Bears (TRB)

Value Investing Deadpool (Macro Tourist)

Categories
Links

Linkfest: October 31, 2017

Some stuff I am reading today morning:

Lenders to take over Anil Ambani’s RCom (Quint)

How Viral Acharya’s presence moved the bond market (ET)

Mahindra Logistics IPO opens today (Mint)

SEBI’s diktat on Aadhar spooks foreign investors (BS)

Hindustan Aeronautics gets SEBI nod for IPO (BL)

AllCargo Logistics: Turnaround story? (RJ)

Finally time to buy stock market vol? (Macro Tourist)

5 Questions-When to sell? (Barry)

The full reset (Collaborative Fund)

10 Questions I am pondering about the markets (Ben)

Categories
Links

Linkfest: October 30,2017

Some stuff I am reading today morning:

IDFC Bank,Shriram set to call off merger talks (ET)

11,000 Crores worth of IPOs this week (MC)

IPO Review: Mahindra Logistics (IPO Central)

Listing plans of the HDFC Group (Deepak Parekh)

Are the decks clearing for a RBI rate hike? (Mint)

Stock Talk: Godawari Power & Ispat (Niteen Dharmawat)

The biggest stock collapse in world history (Bloomberg)

Money for nothing (Seth Godin)

Bitcoin-Errors of Omission/Commission (Howard)

I Scam Yous (A VC)

Categories
Links

Linkfest: October 26, 2017

Some stuff I am reading today morning:

PSU Bank bears get short squeezed (BL)

The Bond Market is the loser in the Govt’s recap plan (Mint)

The ambitious Bharatmala project (FE)

Insurance firms continue to disappoint (BS)

25 Years on,Indian Telephony at crossroads (Rajeev Chandrasekhar)

RCom to shut it’s 2G wireless business (ET)

Reliance Nippon Asset Management IPO (Subramoney)

The Bitcoin Boom (Aswath Damodaran)

Value Investing-Some Suggestions (Market Fox)

A funds flow theory for value & momentum investing (AA)