Source: Research Report by Phillip Capital
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Author: Raoji
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What a Commodity Boom looks like
Source: Annual Report of HEG Ltd 2017-18
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NSDL Vs CDSL
Source: SEBI Annual Report 2017-18
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Linkfest: 13 August, 2018
Some stuff I am reading today morning:
Reliance Jio set to disrupt broadband market (ET)
Hard landing for Jet Airways investors (Mint)
Ikea’s India Play (OB)
Interview with PM Modi (TOI)
Most Mutual Fund schemes under perform (FE)
PVR to acquire SPI cinemans (BS)
Why financial scandals keep recurring in India (BL)
Mutual Funds are low cost in India? (Subramoney)
Soft Knowledge (Barry)
Income Vs Wealth (Get Rich Slowly)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
TBZ: Superb Family Values (AI)
Motilal Oswal: 30 years Ka Experience (AI)
A Lament for Mr.Limaye (AI)
The poor pay the most (AI)
Raamdeo Agrawal’s famous investment in Hero Honda (AI)
When a Builder can borrow cheaper than a Bank (AI)
Increasing SIP & Perpetual SIP (Subramoney)
Two interesting things about the Indian Stock Market (AI)
8 Best Predictors of the Stock Market (Crossing Wall Street)
The 3 Levels of Wealth (Common Sense)