Here are the most clicked items on Alpha Ideas this week:
Rajeev Jain’s Long Term Focus (AI)
Seth Klarman on Index Investing (AI)
2007 all over again (AI)
Wealth is being created elsewhere (AI)
Pune Builders are still in denial mode (Ravi Karandeekar)
India’s economy headed for ICU (Arvind Subramaniam)
SEBI’s new norms hurting retail investors (BL)
Mind boggling disruption by Chinese Giant Ping An (Forbes)
Common Mistakes & Uncommon Losses (Niteen S Dharmawat)
Deep Value Investing (AI)
Some off beat reads for the weekend :
Rahul Kanwal interviews Amit Shah (You Tube)
Lage Raho Kejriwal (Print)
Pakistani Hindu refugees Vs Medha Patkar (Op India)
Bollywood, please spare us your stupidity (Tushar Gupta)
South Korea’s Millionaire Celebrity School teachers (Guardian)
Japan’s Pizza Toast (Eater)
The dark world of online murder markets (Harpers)
China Vs India at the Andaman Sea (SCMP)
Kandahar 1999: Story of a Hijacking (Open)
The fall of Dhaka from Bihari eyes (Dawn)
Why it is the right time to reclaim Gilgit-Baltistan (Claude Arpi)
A Muslim Royal’s Christian Faith (Manu Pillai)
Damascus Steel’s Indian Origins (LHI)
On losing weight (J Mathrubootham)
Your monthly car expenditure? (Team BHP)
Some stuff I am reading today morning:
RBI plans ‘Operation Twist’ (Mint)
UTI AMC files papers with SEBI (MC)
Interview with Teresa Barger, Cartica Capital (ET)
Brookfield plans $1 Billion REIT listing in India (BS)
Sintex Industries headed for bankruptcy ( BS )
High Capex Midcap Stocks ( Vishal Kothari)
Parental approach to investment risk ( Anand Sridharan)
Markets aren’t 100% efficient? Whatever (Evidence Investor)
The Disappearing Edge ( Michael Batnick )
Growth Stories ( Bonafide Wealth )