Some stuff I am reading today morning:
Reliance profit jumps to record (Bloomberg)
Impressive numbers by private sector banks (MC)
Kotak Research: Sell DMart (Mint)
Interview with Anand Rathi (BL)
Sterling Tech shareholders get screwed (Gaurav)
The hypocrisy of the Tatas (Bala)
Gimme fuel, Gimme fire (TRB)
We get what we invest in (Seth Godin)
Your greatest asset (RetireBy40)
Blockchain: A Technology whose time has come (DR)
Considering that both IT and Banking are faltering in terms of job creation, India’s youth can well take heed from this memorable scene from Satyajit Ray’s Classic Jana Aranya
Source: CLSA Research Report
The Size of AUMs will double in the next 5 years as well as share of Equity Assets will increase
Some stuff I am reading today morning:
Modi earthquake in pharma (Sunil C)
What markets should conclude from France’s election (El Erian)
US accuses TCS, Infy of violating H1-B visa norms (MC)
3 stock themes that will make money (Saurabh Mukherjea)
New India Assurance,GIC hires merchant bankers (Mint)
NSE to delist 19 companies (BL)
US stocks should ‘terrify’ Janet Yellen (Paul Tudor Jones)
Angel investor Mahesh Murthy turns out to be a sexual pervert (FD)
Why more Indians will be buying gold this Akshaya Tritiya (BS)
Why the cost of living will plummet in the next 20 years (SH)
Here are the most clicked on items this week on Alpha Ideas :
Hindustan Unilever is pure evil (AI)
Interview with Vijay Kedia (AI)
Howard Marks: The truth about investing (AI)
This trader lost 24L in 5 minutes (Rediff)
10 Types of investors in Indian markets (Vijay Pahwa)
Journey of Radhakishan Damani (ET)
Interview with Prof. Sanjay Bakshi (Fundoo Prof)
How to bet on India’s defense spending spree (Bloomberg)
100 Tesla Giga Factories can power the entire world (AI)
LIC Cheques are bouncing (AI)