Source: Investor Presentation of ICICI Prudential Life Insurance Co Ltd
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Author: Raoji
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The Coming Boom in Apparel Exports
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Linkfest: 18 April, 2022
Some stuff I am reading today morning:
GST Council likely to end 5% rate next month (BT)
FPIs turn net sellers again (FE)
Business Analysis of Diagnostics Labs (Dr Vijay Malik)
Stock Talk: Vaibhav Global (Chirag Jain)
Learnings from Kenneth Andrade (Jatin Khemani)
Bond investing in inflationary times (Alpha Architect)
Etsy and the same of Internet fights (Forbes)
So who else can buy Twitter? (Om)
Sizing Europe’s Natural gas crisis (Doomberg)
12 Lessons from ‘Just Keep Buying’ (Mr Stingy)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Mega Trend: India HNIs (AI)
Inside Reliance’s energy transition story (BS)
India likely to face more power cuts (BT)
Facor Alloys: Andhera Andhra (AI)
Indsil: Duty Beckons (AI)
Microfinance 3.0 (2Point2Capital)
Godrej Group launches NBFC (FE)
Is studying Buffett a waste of time? (AI)
Staying put (Morgan Housel)
Food riots in China (Climateer)
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Weekend Mega Linkfest: 13 April, 2022
Some off beat reads for the long weekend:
Frustration levels high for Chinese citizens under lockdown (Ian Bremmer)
India’s multi-aligned foreign policy (RT)
Inside Imran Khan’s anti-Americanism (Open)
Pakistan-An economic catastrophe (S Akbar Zaidi)
Bread crisis in Lebanon (Arab News)
Wine washing the Israeli occupation (Al Jazeera)
The only way Boris Johnson can survive PartyGate (Unherd)
The quest to build electric cars in Bolivia (ROW)
Saudi TV mocks Biden (Asaad Sam Hanna)
El Dorado, City of Black Gold (Aliyah Khan)
A Goan returns to Goa (Joanna Lobo)
The surviving Kashmiri Pandits in Kashmir (Karan Mujoo)
The West are just Nazis that won (Indi Samarajiva)
The racist US Professor Amy Wax (Print)
Travelogue: Kalimpong (Team BHP)