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India’s Inflation does not pass the smell test

Find the inflation numbers absurdly low…certainly not my experience.

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Current Nifty Sector Weights

Source: IDBI Capital Research

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Chart: The Modi Effect

Source: Economic Survey of India 2017-18

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Linkfest: January 29,2018

Some stuff I am reading today morning:

Galaxy Surfactants IPO opens today (MC)

Indian Hotels looks to enter branded homes  business (Mint)

Shree Cement goes abroad (BS)

Interview with Puneet Dalmia (Quint)

15-15 Perfect ratio (Amit)

My first extended bull market (Quest for Value)

Stock Talk: Nitin Spinners (Dolly)

Cutting losses (TRB)

The best financial move I ever made (FS)

The thin line between bold and reckless (Morgan Housel)

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Links

Weekend Mega Linkfest: January 25, 2018

Some off beat reads for the weekend:

Raising kids in Delhi’s worsening air (New Yorker)

Facebook begins it’s downward spiral (Vanity Fair)

How to win Founders and influence everybody (Wired)

Venezuela’s Most Wanted (NYTimes)

The event that turned Pakistan (Nadeem Paracha)

Is Modi planning an early Lok Sabha elections this year? (Scroll)

The fallen homes of Anantapur (Rural India)

Being Deepika Padukone (Open)

Gainful Pakodas (Media Crooks)

The booming wig trade between India & Africa (Caravan)

Gossip: Sheila Dixit’s autobiography (Gossip Guru)

Tripura’s best kept travel secret (BI)

15 Lessons from the Dalai Lama (Brightside)

Diaries of a Lit Fest Rookie (Arre)

Who said youth is best? (J Mathrubootham)