Categories
Links

Linkfest: 10 October, 2022

Some stuff I am reading today morning:

Direct tax collection jumps 24% in first half of FY23 (Rediff)

India-UK FTA agreement faces possible deadlock (BT)

Indian exporters worry about EU recession (BS)

The Steel Dilemma (Fortune)

Why the Venture Debt market is bubbling (Forbes)

Company: SRL Diagnostics (BI)

Is the P/B ratio still relevant? (Value Investing)

How do interest rates impact REIT returns (Evidence Investor)

The Swiss National Bank made a huge mistake (The Market)

Presentation: The Cycle has changed (Platinum)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

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

Chemicals: Advantage India (AI)

Mega Trend: Pet Care (AI)

APL Apollo: Piping Hot (AI)

Welspun Corp: Scrappy Move (AI)

Thread: On low margin high return businesses (Ganesh Nagarsekar)

This is another great moment to buy stocks (Bill Ackman)

Bet on BET (AI)

Bollywood isn’t dead yet (Print)

Tax Effect (AI)

Why is Mukesh Ambani batting for stronger BSNL? (BW)

Categories
Links

Weekend Mega Linkfest: 07 October,2022

Some off beat reads for the weekend:

Amitabh Bachchan: Legend & Legacy (M J Akbar)

On Rahul Gandhi’s Bharat Jodo Yatra (Vir Sanghvi)

Gangland killings in Netherlands (Guardian)

The slow decay of the Conservative Party (Spiked)

Barack Obama still doesn’t get it (Jacobin)

The future of American Jews on campus (TOI)

The Sugar Babies of Stanford University (Nicola Buskirk)

Thread: How Demography is Destiny (Agenda Buster)

Thread: What the British found in Africa (Taz)

Swami Vivekananda: Guru to the World (Smithsonian)

Thread: Netaji & Durga Puja (Paper Clip)

Landslide at Kasauli (Fifty Two)

Thread: Vietnam through an Indian tourist’s eyes (Nikhil Narayanan)

Photographing Tigers in the wild (Team BHP)

Birding in Mizoram’s Phawngpui National Park (Mint)

Categories
Chart

Chart : Poverty in UK

Source: Financial Times
Categories
MegaTrends

UPI : What hyperscaling looks like

Source : CLSA Research