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Why are commodity bulls wrong?

Jun 24, 2013

Here is today's recommended reading list from Equitymaster...

Things India needs to do to unleash its potential

India’s GDP growth rate is now just barely above 5%. There is uncertainty and skepticism on India’s growth potential, which in turn is holding back investments while consumption has also slowed down. But, is there no ray of hope? Jim O’ Neill believes otherwise, as long as some rational steps are followed. So, what are those? Read on to find out more. (Bloomberg)

The bubble down under

Given the high contribution of exports to the nation's economy, Australia has been riding the commodities boom for a while. However, with slowdown being witnessed across the world, how long is before its economy pops? Read about this and with other factors, all of which point to as bubble situation down under. (The Bubble Bubble)

Will telecom companies die?

Since 2008, the competition in the Indian telecom sector has become stiffer by the day. With new entrants in the market, competing on price became the norm. Margins kept getting depressed as tariffs dipped and costs soared. And the regulatory environment kept getting worse. This would lead many to wonder if even the best companies would survive or not. This article holds some valuable insights on what the companies need to do if they wish to survive in the long run. (Forbes India)

Why are commodity bulls wrong?

Do you know how commodity prices are determined 90% of the time and why they are likely to head lower in the long run? If you don’t, then it will pay to pay heed to Stan Druckenmiller, one of the most successful investors of our times. Read on to find out what other things are on the mind of this investing titan besides commodities and their long term outlook. (ZeroHedge)

Bubble situation: Bonds vs stocks

With the Fed planning to go easy on its QE program, there has been a substantial amount of chaos created in the equity markets worldwide. However, given that stock valuations are not seemingly pointing towards a bubble situation, the author believes that the actual bubble lies in the bond market. Read on to find out more. (GuruFocus)

Devanshu Sampat

Devanshu Sampat (Research Analyst) has a degree in commerce and nearly 5 years of experience in equity research. He draws inspiration from successful value investors across the globe and constantly endeavours to refine his own unique stock picking approach. While a firm advocate of the principles of value investing, he believes in adapting a versatile investing strategy in response to varying market conditions. Devanshu contributes to our Megatrend investing service The India Letter.

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