Weekend Mega Linkfest: 09 December, 2022

Some off beat roads for the weekend:

How British colonialism killed 100 Million Indians in 40 years (Al Jazeera)

Gujarat: The enduring model (Open)

Iran’s moment of truth (Guardian)

Inside the underbelly of Karachi (Dawn)

The significance of Saudi-China summit (Arab News)

Gazing back to see China’s future (Engelsberg Ideas)

No one voted for Rishi Sunak’s austerity (Spiked)

Kylian Mbappe, the France Star (ESPN)

What’s next for the Japanese Football team? (Japan Times)

Jihad & the Baby Store (TOI)

Thread: The Jewish legacy of Kolkata (Satyanewshi)

The Advocate (Anuradha Kumar)

Sri Lank’s most beautiful train journey (BBC Travel)

Thread: 18 Pearls of Wisdom from Yoshida Kenko (Cultural Tutor)

Auto Review: Jeep Grand Cherokee (Team BHP)


NGEN Markets : The Mini Bloomberg

This guest post is written by the Founders  of  NGEN Research. They explain the features of their flagship product NGEN Markets and invite you to check it out.

( Disclosure: I am an angel investor here)

An exciting new analytics product has been blazing through the IFA and wealth communities, signing up users at an incredible pace.

Meet NGEN Markets: a full-strength research and analytics platform for Indian finance professionals. It provides deep and institutional-style analysis of Mutual Funds, stocks, and multi-asset portfolios – all delivered seamlessly on a browser.

NGEN Markets is the flagship product of NGEN Research, an Indian company created in 2018 by Debabrata Majumdar and Arunabh Mukherjee.

Deb, CEO, spent over 25 years in finance in India, with senior roles at IndusInd Bank, Edelweiss AMC, Phillip Capital and Motilal Oswal.

Arunabh, CTO, is an ex-Fund Manager from Morgan Stanley in London where he managed over $3 billion in algo-driven funds.

NGEN already has an enviable client list including DBS, SBI MF, Yes Bank, DSP MF and Motilal Oswal. While these big names are serviced using NGEN Research’s Enterprise model, NGEN Markets is something special, since it brings an institutional research experience – available only to larger companies – directly into the hands of smaller IFAs.

NGEN Markets focusses primarily on research – enabling advisors to make sense of the thousands of Mutual Funds in India and find the right investments for their clients. Their unique style of research applies to anything with a price – a fund, stock, index, or portfolio – with instant rolling analysis, scenario analysis, correlation analysis, Value-at-Risk, drawdowns, and much more.

Their portfolio analytics is what really sets them apart. With complete back-testing capability, including portfolio improvement, holding overlap and portfolio comparisons, it is a perfect tool to review existing clients as well as onboard new ones.

They also integrate client portfolios for IFAs through CAMS and Karvy. Their start page is instantly informative with live index data and one-click comparisons. The interface is smooth and lightning fast which is a refreshing change from old-style installed applications.

All the data is downloadable in Excel. They also provide branded PDF reports and a unique PowerPoint download.

NGEN Markets is sold as a SaaS product with an annual fee per login. Although launched only a while back, it already has one thousand fully paid customers and is growing rapidly.

Do check out NGEN Markets !


Droneacharya: Udta PE

Source: RHP of Droneacharya Aerial Innovations Ltd


Linkfest: 09 December, 2022

Some stuff I am reading today morning:

Tata Group to establish chip production in India (BT)

NTPC plans nuclear expansion (BS)

India saved 35,000 Cr with discounted Russian crude (MC)

BharatPe Vs Ashneer Grover (Money Life)

Looking for value in new age cos (Mahesh Patil)

Business Families- The new royals of today (BW)

Key Challenge for S Ramamurthy, new BSE chief (Rediff)

Thread: US Private REITs are blowing up (Phil Bak)

The Russian oil price cap is complicated (Oil Price)

Success Story: Vietnam (Noah Opinion)


Chart: PLI Schemes

Source: Investor Presentation of AU Small Finance Bank