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Chart

Chart: India’s Non-Life Insurance Mega Trend

Source: ICICI Lombard Investor Presentation

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Links

Linkfest: 07 March,2017

Some stuff I am reading today morning:

Why Reliance Jio’s 2021 vision doesn’t make sense (Mint)

Mid-level IT employees face the heat (ET)

Interview with Udayan Mukherjee (MC)

Interview with S Naren (VRO)

How DMart IPO is different from Reliance Power (Subramoney)

Uber should worry about India’s DUD (Quint)

6 Major Trends for Indian Real Estate in 2017 (Morningstar)

Who are you competing with? (TRB)

Best way to get rich-turn funny money into real assets (FS)

A watched portfolio never performs (Long Board)

Categories
Excerpts

Howard Marks meets the Indian Consensus

Source: Debashis Basu

Categories
Links

Linkfest: March 06,2017

Some stuff I am reading today morning:

FPIs pump in 15,862 Crores in Feb (BL)

Invest in Dmart IPO? (Subramoney)

How to be as rich as Rakesh Jhunjhunwala (Money Control)

Inside story of Tata-Docomo patchup (ET)

IT Firms in trouble over H1B visas (BS)

Saving income tax with lesser known tax breaks (FE)

‘Net-Net’ Investing (Gurpreet Narang)

How bull markets affect your intelligence (CS)

Gold-What is it good for? (Pension Partners)

Culture is Destiny (A VC)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked on items this week on Alpha Ideas :

Open Letter from minority shareholders of Raymond (AI)

How Schneider Electric screwed its shareholders (BL)

Puneet Khurana: Winning the Loser’s game (AI)

Biggest wealth destroyer of last decade (AI)

DMart grey market premium may crash (Money Control)

Pidilite Industries: High margin growth thing of the past (Mint)

The Psychology of IPO investing (Neil Parag Parikh)

Unusual moves in the Bond Market (ET)

Chart: The Direct Mega Trend (AI)

Stock Market Wheel of Fortune (AI)