Monthly Archives: May 2009

Stocks not expensive yet – Jhunjhunwala

By Pratish Narayanan and Janaki Krishnan – Reuters Maverick investor Rakesh Jhunjhunwala believes bold reforms such as opening up the country’s insurance and pensions to foreigners will be critical to quell concerns about the market being pricey and sustain a … Continue reading

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Countries that are Least Affected by Recession

This world map shows a list of countries that are considered least affected by the global economic crisis. International Perspective: The countries perceived to be surviving the economic crisis the best, as voted by international businesspeople are: Rank Country 1st … Continue reading

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Did you make money or create wealth?

The recent equity market rally has caught a lot of people by surprise, whether they are investors, brokers, or seasoned fund managers. In fact, many have dismissed this rally as not sustainable, while reasoning why they weren’t able to catch … Continue reading

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The Master of Money – "The Snowball" review by Micheal Lewis

There is now a long shelf of books about Warren Buffett, but this is the first time he has gone to any trouble to add to it. Reportedly Buffett now regrets his decision–he has apparently put some fresh distance between … Continue reading

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Study finds analyst tips don’t move prices

Analysts’ “buy” and “sell” tips have almost no effect on share prices, according to research that confounds long-held beliefs over the influence of stock-pickers and calls into question investors’ and banks’ need to pay for their services. The study will … Continue reading

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Liquidity surge pushing up prices of assets

That’s where the other argument comes in—that although central banks have all been increasing liquidity, that is more than offset by the deleveraging that has gone on in the “shadow banking system”, and the closing down of the “credit factories” … Continue reading

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Seth Klarman Interview at TIFF Education Foundation

Seth Klarman Interview at Endowment Management Seminar of the TIFF Education Foundation, July 2008, is available here. (pdf) Excerpt: David. How often do you find mispriced talent? Seth. I would say we’re not really looking for mispriced talent. I’m happy … Continue reading

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