INSUBCONTINENT EXCLUSIVE:
India reported June quarter GDP growth at 8.2 per cent, surpassing all projections and restoring the growth rate to levels posted during the
twittereti, however, chose their topics, and words, carefully, focusing on money making and the art and science around it.
Let's first
focus on how this Indian startup has found its place of pride in Buffett's kitty
A lot of Dalal Street mavens hailed the move
But this tweet by Sandip Sabharwal raised eyebrows:
Are you, too, looking for this moat
Value investor Safir Anand had something interesting
to add about the valuation of Indian companies at a time when so many international businesses are looking to invest in India.
Anand also
made a recommendation or two during the week
Take a look:
Sabharwal, on the other hand, has a unique contra bet to offer
And since we are on the topic of contra investing, market veteran Shyam Shekhar drew an interesting analogy to explain what it actually
means to go contra.
Shekhar seemed to be in pensive mood this week, at least that's what his Twitter wall reflects
From stock market tips, to #beatingbenchmark being the new mantra, he had a lot to share:
Smallcap czar Porinju Veliyath gave thumbs up to
latest GDP numbers, even as he reminded of his previous forecast of similar growth
He is convinced that the Indian stock market can add another trillion dollar to its market cap.
As always, Samir Arora had some very witty
observations to make with a dallob of sarcasm
This week, he targetted 'Fund Managers'.
If it's the thought that counts, then Samir Arora had a brilliant one:
And then, a relevant point
to make about how fund managers in India believe in being cryptic than direct, in stark contrast to how things are done in the US
To top it all, here's a thought that might stay with you this weekend.
