Some stuff I am reading today morning:
India has a new law on bankruptcy (Mint)
End son-in-law treatment for FIIs (Rakesh Jhunjhunwala)
Parag Milk IPO sails through (BS)
Hong Kong property market in a ‘free fall’ (Bloomberg)
Technicals: Bank Charts (Nooresh)
Why God sent financial advisors into the world (TRB)
Jeremy Grantham’s latest Quarterly Letter (GMO)
Bubble Indemnity (NYTimes)
Donald Trump wants to default on US debt (Bill Bonner)
The sweet simplicity of ‘core explore’ (Alpha Baskets)
Some stuff I am reading today morning:
Mauritius based investors will now be taxed (Capital Mind)
Craters,not cracks,are emerging at ICICI Bank (Wire)
Rajan’s bank debt headache isn’t over yet (Bloomberg)
Investors are out of the realty market (ET)
We are in initial stages of a bear market (DR)
How to handle inherited portfolios (Subramoney)
How brokers are avoiding to pay short term tax (Money Control)
Why its best to stay away from buying LIC’s policies (Vivek Kaul)
How insurance policies are sold as 4.99% loans in India (Charles Assisi)
The real reason for the decline of crony capitalism in India (Firstpost)
Some stuff I am reading today morning:
India’s stock market traders missing from tax data (Mint)
Thyrocare has a strong debut (BS)
The world’s most speculative mania unravels (Bloomberg)
Investment stories that have to be told (Subramoney)
ICICI Research Report:Top Picks (RJ)
Top Rated Company Fixed Deposits (MyInvestmentIdeas)
When is a “7% Return” not a 7% Return? (Gregg Fisher)
Does Buffett really love the S&P 500? (Bloomberg)
Investor Cage Fight: Ackman Vs Munger (Dealbreaker)
Sohn India Conference now in India ! (Sohn)
Some stuff I am reading today morning:
Mahanagar Gas IPO coming this month (Money Control)
UPS will make wallets like PayTM redundant (BS)
Siemens: Growth-Valuations mismatch (Mint)
Research Report:Hero Motocorp (Motilal Oswal)
The VC business is a tough business (A VC)
How do you break a bad investing habit (Tony Isola)
Who needs a will?You do.Here’s why (Barry)
Tips for boosting savings & controlling spending (Financial Samurai)
How drug cash moves on a river of gold (Bloomberg)
Citi:”This is the tipping point” (Zero Hedge)
Some stuff I am reading today morning:
Singh Brothers fined 2500 Crores for misleading Daiichi (Mint)
A Stabilization in China (Akash Prakash)
Bees Saal Baad (Prashanth)
Hyderabad Pharma Companies fight back (OB)
Nobody knows Nuthin’ (Barry)
How to pocket bull market profits as stocks drop (DR)
Why does indexing shrink alpha? (PragCap)
Notes from 2016 Ira Sohn Conference (I, II & III)
The number 1 predictor of Mutual Fund Performance (Morningstar)
The worst bear market nobody talks about (II)