Some stuff I am reading today morning:
Metropolis Healthcare to debut today (MC)
FPIs stay bullish on Indian markets (BS)
JSPL Vs Jagatramka (BL)
Thoughts on the FMP Fiasco (MF Critic)
FMP & debt markets (Subramoney)
SME IPOs : The dark underbelly of Indian Stock Market (Finception)
10 Learnings from acquiring Satyam (C P Gurnani)
Annual Letter to shareholders (Vallum Capital)
Why David Swensen is the Roger Federer of investing (II)
Exercise makes you happier than money (Business Insider)
Here are the most clicked items on Alpha Ideas this week:
HDFC AMC: The Beginnings (AI)
What FIIs are buying in 2019 (AI)
Mukesh Ambani’s realty plans (ET)
22 Companies to watch out for (Morgan Stanley)
Stock Talk: Godrej Agrovet (MC)
Mumbai Local Investing Lesson (AI)
India – Exciting Times ahead (AI)
India is winning (Mint)
Kotak : CASA Champion (AI)
Same Movie, 8 years running (AI)
Some off beat reads for the weekend:
Jallianwala Bagh: Lifting the veil (LHI)
Naxalbari turns saffron (Swarajya)
No full stops for Amit Shah (Open)
What College Admissions scandals reveal (Atlantic)
Insight: Automotive Logistics at a car factory (Team BHP)
Science: Human Brain Genes in Monkeys (Tech Review)
Why facts don’t change our minds (New Yorker)
The Islamization of Europe (Jihad Watch)
China’s hi-tech war on it’s Muslim minority (Guardian)
Witch Hunts in Papua New Guinea (SCMP)
The British journalist who defied the Raj (BI)
How Fiji changed travel (BBC Travel)
7 Parsi Men who cycled across the world a century ago (Scroll)
Why for India become Japan? (J Mathrubootham)
Bunny Chow, Indian dish in Durban (BI)
Hat Tip: Amit Jeswani
Some stuff I am reading today morning:
Concerns over India’s GDP data (ET)
Allow IHH to make open offer for Fortis (BS)
16 Stock Picks for 2019 (RJ)
Stock Talk: Delta Corp (MC)
Rant : On the FMP Crisis (Manoj Nagpal)
To be a good investor (Subramoney)
The Life Cycle of Wealth (Common Sense)
Investment Strategy in an uncertain world (Alpha Architect)
Disney Vs Netflix (CNBC)
Jeff Bezos 2018 Letter to Shareholders (Amazon)