Archive

RSSeverything else (7)

Date Title Comments Rating
2016-09-26 Voluntary Suspension of Disbelief 0 3
2016-01-05 The Lonely BRIC 0 5
2013-05-20 Vacation Chronicles 0 5
2013-03-09 Pratik Sharma to speak at Family Office Insights/ Thompson Reuters Hedge World East April 3-5, 2013, Boston MA 0 None
2011-06-27 Optimists Will Inhert The Earth 0 None
2011-02-22 Vipassana meditation changed my life 0 None
2010-12-16 Data Visualization of World Friendships 0 None

RSSglobal perspective (13)

Date Title Comments Rating
2017-05-03 Systemic Risk from Passive Investing: 1 2.5
2017-03-22 Indian Infrastructure - A decade in the making: 1 5
2016-03-09 A Train Wreck in Slow Motion 0 5
2015-12-21 Chinese Overcapacity is Everyone's Problem 0 3.1
2012-10-31 Where Has All The Risk Capital Gone? 0 None
2012-09-06 Frontier Market Investing 0 None
2012-06-05 Fear Of Debt 0 None
2012-05-29 Exxon Energy Outlook 2040 0 None
2012-05-01 Live Tweeting From Omaha 0 None
2012-04-13 Transformational Impact Of The US Energy Boom 0 None
2010-12-16 China’s listed banks still at behest of state 0 None
2010-07-27 From West to East – HSBC Global CEO 0 None
2010-05-11 European endgame 0 None

RSSindia policy & government (8)

Date Title Comments Rating
2016-06-20 Raghuram Rajan’s Exit and the Indian Economy 0 5
2016-01-28 Making Mistakes 0 None
2013-05-01 Between A Rock And A Hard Place 0 None
2013-03-24 Enemy Of The State 0 None
2012-09-10 Government Intervention And Black Markets 0 None
2012-07-25 Why The President Will Matter In 2014 0 None
2011-11-24 Federalism, Populism And Policy Making 0 None
2011-09-03 Scanning 2.4 Billion Eyes, India Tries to Connect Poor to Growth says NY Times 0 None

RSSindian economy (24)

Date Title Comments Rating
2017-03-22 Indian Infrastructure - A decade in the making: 1 5
2016-06-20 Raghuram Rajan’s Exit and the Indian Economy 0 5
2016-03-09 A Train Wreck in Slow Motion 0 5
2012-08-06 Educating India 0 None
2012-07-24 Rural India – An Emerging Powerhouse 0 None
2012-06-19 Unleashing A Manufacturing Boom In India 0 None
2012-05-15 Occasional Monsoon Failures Are Necessary 0 None
2012-04-13 It Is All About The Soft Infrastructure 0 None
2012-03-23 Ecosystems, Clusters and Supply-Chains 0 None
2012-03-15 Outlook For The Indian Rupee 0 None
2012-02-13 Jumpstarting Is Essential 0 None
2012-01-24 Open Access In The Indian Power Sector 0 None
2012-01-23 Indian Statistics And The Black Economy 0 None
2012-01-13 Energy Opportunity In India 0 None
2011-10-21 The Business Cycle Is Not Dead 0 None
2011-10-21 Insufficient Investment Fuels Inflation in India 0 None
2011-08-26 Indian Interest Rates Have Overshot 0 None
2011-08-26 Generational Change 0 None
2011-07-25 India’s Goods and Services Tax (GST) will be a game changer! 0 None
2011-06-28 Outlook For Indian State Run Banks Beginning To Sour 0 None
2011-06-09 The Challenge Of The Small Indian Business 0 None
2011-03-03 Relative Prices versus Inflation 0 None
2011-01-10 India is not built for visitors 0 None
2010-05-22 The real economy is fractured! 0 None

RSSvalue investing (45)

Date Title Comments Rating
2017-05-03 Systemic Risk from Passive Investing: 1 2.5
2016-09-26 Voluntary Suspension of Disbelief 0 3
2016-01-05 The Lonely BRIC 0 5
2013-05-22 Who Cares, Yeah But And So What? 0 3
2013-05-21 The Feeling Of A Full RESET 0 4
2013-04-27 Patience And Investing 0 5
2013-03-24 Money Lying On The Sidewalk 0 None
2013-03-12 Value Investing In India Is Dead ! 1 2.4
2013-02-24 Unintended Opportunities 0 None
2013-02-24 The Invisible Carnage in the Indian Markets 0 None
2013-02-20 Value Investing Congress Las Vegas, May 6 & 7, 2013 0 None
2012-12-01 Green Shoots 0 None
2012-10-15 Investing In Indian Infrastructure 0 None
2012-09-29 VALUEx India On 3rd November In Mumbai 0 None
2012-08-29 Size Of Opportunity Matters 0 None
2012-07-18 Commodities, Windfalls And Capital Misallocation 0 None
2012-06-22 Waiting For Godot 0 None
2012-06-22 India Is The Only One 0 None
2012-05-24 Revisiting January 2007 0 None
2012-05-21 What Is Making Money? 0 None
2012-05-02 Rahul Saraogi on The Manual of Ideas 0 None
2012-04-20 Making Time Your Enemy 0 None
2012-03-26 It Does Not Have To Be Exciting 0 None
2012-02-24 Scalability Is Not Accidental 0 None
2012-02-16 Invest Based On Facts Not Opinions 0 None
2012-02-08 Return On Capital Matters 0 None
2011-11-24 VALUEx India 0 None
2011-11-24 Value Is Not In The Eyes Of The Beholder 0 None
2011-11-24 The Indian Rupee And Its Discontents 0 None
2011-10-27 Pharma opportunity in India 0 None
2011-10-24 Democracy and Investing Culture 0 None
2011-10-21 VALUEx India on November 7-9, 2011 0 None
2011-09-20 Investors are like deer in the headlights 0 None
2011-08-26 Fatigued ! 0 None
2011-07-25 Everyone is an Efficient Market Theorist! 0 None
2011-07-21 Micro Versus Macro Investing 0 None
2011-06-14 Value Investing Seminar, Italy 0 None
2011-05-05 Value Investing Congress Update 0 None
2011-04-21 Value Investing Congress 0 None
2011-03-17 The Importance of Developed Financial Markets 0 None
2011-03-03 Howard Marks (Oaktree) Memos Treasure Chest 0 5
2011-02-28 Howard Marks of Oaktree on Risk and Volatility 0 None
2011-01-19 ValueX Zurich/Klosters around WEF Davos 0 None
2010-06-02 Seth Klarman video 0 None
2010-04-19 Complacency 0 None

Uncategorized (1)

Date Title Comments Rating
2010-11-14 Volatility does not equal risk 0 None

Total

92 posts
3 comments
30 raters