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Linkfest: July 10,2015

Some stuff I am reading today morning:

Montier:We haven’t been this risk averse since 2008 (CWG)

How to destroy a market, China-style (Big Picture)

ED unearths India’s biggest hawala racket (Moneycontrol)

Maruti plans to export to Japan ! (Mint)

140 years of BSE (BS)

Karvy’s Top 10 Large Cap Picks (RJ)

Edelweiss Research Report:Yes Bank (MyIris)

Falling into the technical charting trap (Gaurav)

3 Kickass entrepreneurship lesssons from J D Power (TRB)

Who would benefit from a stock market correction? (Common Sense)

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Links

Linkfest:July 08,2015

Some stuff I am reading today morning:

China crashes-over half of Chinese stocks suspended (Zerohedge)

USL gets out of UBL (FE)

Is the TCS stock a safe haven? (Mint)

HDFC Sec:Model Portfolio (RJ)

Nomura Research Report:Shriram Transport Finance (MyIris)

The hugely profitable legal way to game the stock market (Bloomberg)

Why momentum investing works (Common Sense)

The Xi Jinping put (Quartz)

The ‘Wisdom of Crowds’ is not wise (Bloomberg)

A London Hedge fund lost 1.2Million $ in a phone scam (Bloomberg)

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Links

Linkfest:July 07,2015

Some stuff I am reading today morning:

Some points from meeting with Prashant Jain (Wise Wealth)

Concerns about the valuation of the broad equity markets (Ajay Shah)

Are housing finance stocks on shaky ground? (Outlook Business)

Weak markets unsettles Lodha Developers (BS)

Kotak:Mid-level IT jobs at risk (NDTV)

Barclays Capital: CESC (IndiaER)

Spotting winners in mutual funds (Outlook Money)

Where can you invest your emergency fund? (Good Moneying)

10 Consequences of Greece’s No Vote (Bloomberg)

Chinese investors are hit hard by market turn (NYTimes)

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Links

Linkfest:July 06,2015

Some stuff I am reading today morning:

Greece says ‘No’ (Guardian)

The uncanny similarity between Indigo and Jet’s IPOs (Mint)

Spanner in RBL Bank’s IPO wheel (ET)

Chabbria to acquire Tilaknagar Industries (BS)

Why I do not do Equity Advisory any more (Subramoney)

First Call Research Report:Rural Electrification (MyIris)

10 Worrying signs that your stock may be a value trap (Value Picks)

15 problems with real world portfolios (Common Sense)

The joy of portfolio boredom (Alpha Baskets)

The broker who saved America (TRB)

Categories
Links

Linkfest:July 03,2015

Some stuff I am reading today morning:

Ambit:FII investors want to cut their exposure to India (Moneycontrol)

100% Guaranteed Returns from Mantri Developers (Capital Mind)

Local funds buy foreign stocks (BS)

OMCs hit multi-year highs (BS)

Why Bharti Airtel should exit Africa completely (Mint)

Nomura Research Report: Coal India (MyIris)

What makes a company great ? (Sequoia)

12 Charts that explain the Greek crisis (Vox)

The smartest man is wild about innovation (Blackstone)

How Shelby Davis made $900 Million investing in insurance stocks (ValueWalk)