Source: Kotak Research
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Mega Trend: India’s Domestic Tourism
Source: Kotak Research
Author: Raoji
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Linkfest: 12 March, 2018
Some stuff I am reading today morning:
SEBI seeks to cut F&O bets (ET)
PSU Banks stare at mounting losses, eroding capital (Tamal)
FPI outflow in March already at 6000 Crores (BL)
RBI turns up heat on lenders (Reuters)
Jet Airways Consortium to bid for Air India (Quint)
Stock Analysis: Skipper Ltd (Dr Vijay Malik)
Dude, shall I cut my equity exposure? (8020Investor)
The curse of intelligence in investing (Ben Carlson)
How a volatile stock market turns investors into gamblers (Value Walk)
From rich to middle class: We lost 96% of our money (Jago Investor)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Ratan Tata: The passion shows (AI)
The pathetic selling skills of Aditya Puri (AI)
Bandhan Bank: A worthy rival to HDFC Bank (AI)
An open warning to Gautam Adani (AI)
A great way to invest in traffic jams (AI)
This could be the start of India’s decade (Aswath Damodaran)
The geniuses at Liberty House (AI)
A filmi fraud at SBI (BS)
2017 is an aberration (AI)
An insider’s account of the changing face of banking (Mint)
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Weekend Mega Linkfest: March 09, 2018
Some off beats for the weekend:
The murder of Kim Jong-Nam (SCMP)
The China-India Tango (Dawn)
Buddhists Vs Muslims in Sri Lanka (ATimes)
How S P Mookerjee saved Bengali Hindus from annihilation (Swarajya)
Gray Hat: Marcus Hutchins (NYMag)
Operation Bayonet (Wired)
Travelogue: Andaman (TeamBHP)
Ghulam Nabi and Naag Devata (Gossip Guru)
Meet iconic architect Balkrishna Doshi (BI)
55 photos of girls going to school all over the world (HP)
Food Trail in Madhya Pradesh (NatGeo)
Our mothers, the reluctant feminists (Arre)
Time to call idiots ‘idiots’ (J Mathrubootham)
Kashi Diary (Sharman Joshi)
The brilliant ad by Ashok Leyland for Women’s Day (You Tube)
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The pathetic selling skills of Aditya Puri
The shop keepers are unconvinced by HDFC Bank MD Aditya Puri’s hustling skills.