Some stuff I am reading today morning:
Interview with Prashant Jain (Money Control)
IPOs worth 6,000 Crores in next 2 months (Mint)
Is Axis Bank screwed? (Wire)
Housing Financiers on a high (BS)
NMDC,MOIL to buy back 25% shares (BL)
5 Things to note about Infosys (Morningstar)
The worst mutual fund in history (Value Walk)
The lack of independent judgement amongst active managers (AW)
11 signs you own the right portfolio (Jonathan)
16 investing myths busted by Howard Marks (BI)
Some stuff I am reading today morning:
Will Mahindra’s bet on two-wheelers pay off? (Mint)
Brokerages face SEBI fire in NSEL scam (BS)
What makes Wonderla an amazing business? (Jatin Khemani)
Sharekhan Research Report: TCPL Packaging (RJ)
How short termism wrecks a company (Ant Investor)
Start of a new bull market? (Prashanth)
How smart people are sold dumb stuff (TRB)
Value and price effects of Big Name Investing (Aswath Damodaran)
The Quartet of Financial Independence (Joshua Kennon)
Second and Third Tier Markets (A VC)
Some stuff I am reading today morning:
Stay away from Indian Indexes (Bloomberg)
How we revised our way to 7.9% GDP growth (Capital Mind)
15% Service Tax from today (Scroll)
The undoing of Helion Venture Partners (Mint)
A look at textile stocks (RJ)
Interview with Saurabh Mukherjea (ET)
Research Report: Mahindra & Mahindra (Motilal Oswal)
Why you should choose a financial advisor (Bala)
Gold is headed to $4500 (DR)
Financial engineering is replacing real engineering (Satyajit Das)
Some stuff I am reading today morning:
The curious case of Ricoh India’s balance sheet (Mint)
India’s tax on foreign funds is a muddle (Bloomberg)
McDonalds Vs Dominoes in India (BL)
Stock Watch: Apcotex (RJ)
Proof stock prices mirror earnings growth (Money Control)
RBI’s Luddite Licensing (BS)
How to save tax on salary income (Basu Nivesh)
Mis-selling by a bank (Subramoney)
The stock market is not getting wilder (VRO)
How Modi is repealing dead laws (MoneyLife)
Some stuff I am reading today morning:
Markets on the cusp of a bull run (BS)
Rural India showing signs of revival (Bloomberg)
Why is Rajan veering towards Islamic Banking? (Jaggi)
Centre to rake in 10,000 Crores via buybacks (BL)
PI Industries makes a rich harvest for investors (Forbes)
Star Jeweler-Amrapali Jewels (OB)
Interview with Rajeev Thakkar,PPFAS (Vipin)
If you’re such a great investor,where’s your alpha? (Barry)
Some blunt investing advice (Behavior Gap)
Key criteria for a market bottom (TRB)