Ray Dalio TED talk. Worth listening and if possible for implementation.
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Good & knowledgeable weekend read
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The Economic Survey for 2019 is out today and can be accessed here: Economic Survey
I was quite keen to see what the new CEA Krishnamurthy Subramanian comes up with,and I must say that at a quick glance, I am quite disappointed with the quality of analysis and representation of data/findings.
For example, look at the chart below. This chart could have been represented better in a 100 different ways than how it is in the survey
Do flag any interesting takeaways that you find in the economic survey. Thanks.
He talked about Sunteck reality and Rain industry instead of Motherson sumi Please correct me if i am wrong
Regards
Li Lu’s Lecture At Columbia from 2006 and 2010
Source: https://twitter.com/FocusedCompound/status/1138078612387770369?s=09
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He spoke extensively about Motherson Sumi as well during the talk.
You are right sir But he has more conviction in the Sunteck reality and Rain industry as compare to Motheson Sumi .he emphasis that it is one of best among the auto ancillary but he had mention this business is very lousy. The risk is concenstration of main customer i.e BMW .Howver he is very much impressed by Mr Chad and his ability to run sick units and reviving it …
Good illustration of 5 approaches of valuations
http://www.yourarticlelibrary.com/accounting/valuation-of-shares/methods-of-valuation-of-shares-5-methods/58804
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Very Insightful. Kindly invest 36 min to realize the India Unincorporation prowess…
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Analysis of Union Budget 2019-2020 and it’s impact on various sectors
by Care Ratings
http://www.careratings.com/upload/NewsFiles/SplAnalysis/CARE%20Ratings%20analysis%20Budget_FY20.pdf
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An article on restructuring plausibility on the retail sector - Retail sector to drive M&A growth Currently though read an article on total M&A deals happening this year in India are quite less (almost 52% less) as compared to the first 6 months of last year.
The ultimate final step to revive inflation and growth France issues it’s first ever bond with negative interest rate
A good article to read and understand the Implication of negative interest rate
Presentations made in the CFA Society meet in Kolkata -
Raamdeo Aggarwal - https://www.cfasociety.org/india/Presentations/Limited%20downside%20Unlimited%20upside%20-MAW%2029th%20June-%20Raamdeo%20Agrawal.pdf
Kuntal Shah - https://www.cfasociety.org/india/Presentations/History%20of%20Capital%20Markets-MAW%2029th%20June-Kuntal%20Shah.pdf
Neelkanth Mishra - https://www.cfasociety.org/india/Presentations/A%20Cyclical%20not%20structural%20slowdown-MAW%2029th%20June-%20Neelkanth%20Mishra.pdf
Sanjoy Bhattacharya - https://www.cfasociety.org/india/Presentations/The%20rewards%20of%20good%20behavior-%20MAW%2029th%20June-%20Sanjoy%20Bhattacharyya.pdf
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Thank you dada .This is indeed a great help. Dada is there any mean that one can search old presentation of CFA societies ?
The question is: why are returns in dollar terms and rupee terms so significantly different? The reason lies in the value of the rupee against the dollar. When gold price peaked in dollars, one dollar was worth around ₹46. Now, it’s close to ₹69, having depreciated 50% in value since then. During the same period, gold in dollar terms is down more than 25%. Given that the rupee has depreciated more against the dollar than the fall in gold price in dollar terms, the Indian investor has made money.
See here.
https://www.cfasociety.org/india/Presentations/Forms/AllItems.aspx
you can search too.
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Below is a tweeter game/investingstory about three different companies and decision based outcome.
I found them really good a must try…
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Is chemical slowdown coming?
Chemical major BASF raising warning signal!!
https://www.icis.com/explore/resources/news/2019/07/10/10389609/insight-basf-profit-warning-signals-major-chemicals-slowdown-in-second-half
An excellent talk by Rajiv Bajaj where he covers brand building and corporate strategy with brilliant humility and insights.
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