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Excerpts

Meanwhile in China

Source: Barrons
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Gold

Page A1 Indicator

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Links

Linkfest: 13 July, 2020

Some stuff I am reading today morning:

Qualcomm to invest in Jio Platforms (Mint)

What analysts are expecting in Reliance Industries AGM (CNBC TV18)

Stock market rally takes valuations to pre Covid levels (BL)

Covid-19 to hurt life insurance industry (FE)

HDFC Bank to probe lending practices at vehicle unit (Bloomberg)

Investors fume after Mutual Funds underperform FDs/PPF (RJ)

Notes from 2020 Annual Report of TCI Express (Kumar Saurabh)

PSU Stocks: Pride Or Prejudice ? (Gurpreet Singh)

The secretive Wall Street investor with Billion $ Medicine Cabinet (Forbes)

Bill Nygren 2Q2020 Market Commentary (Oakmark)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

TCS: Only 25% (AI)

Insecticides India: Pest Control Problem (AI)

Krishna, Balarama & IDFC First Bank (AI)

Delivery based volumes at lowest levels in June (BS)

Time to short? (Nooresh)

20 Potential bonus & split candidates (Ventura)

Wisdom of the crowds (AI)

What global dominance looks like (AI)

Get over it (AI)

The most expensive stock on Earth (TRB)

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Links

Weekend Mega Linkfest: 10 July, 2020

Some off beat reads for the weekend:

India & Pakistan & China (Strategy Page)

Why did the wealthy Ibrahim brothers become suicide bombers? (NYTimes)

Why do Muslim states stay silent over China’s Uighur concentration camps? (Guardian)

Pakistanis are saying ‘Mandir Nahin Banayenge’ (Naila Inayat)

Times Internet: A disaster story (Medium)

Upcoming Expressways in India (Team BHP)

Why Pakistan’s Shan masalas have a cult following in India (Mint)

Jyoti Basu: The mass murderer India forgot (Op India)

Vikas Dubey: A Ganglord Saga (Open)

Profile: Hayavadan Rao (Sheshapatangi)

Nikola Tesla & Swami Vivekananda (Tesla Society)

The Rama Story and Sanskrit in ancient Xinjiang (Medium)

The Nawab of Arcot & his debts (W&S)

Ustad Mansur: A Wonder of his age (LHI)

The story of Goa’s Vanarmare tribe (Rosemary Marandi)