Some stuff I am reading today morning:
FPIs return to Indian Equities (BT)
Big FMCG cos enter plant based meat segment (MC)
How Amul launched 100 products during lockdown (Rediff)
Prashant Jain quits HDFC AMC (BS)
Stock Talk: HDFC Life (FE)
Rupee cost averaging via SIP has no benefit (Free Fincal)
Interview with Larry McDonald (The Market)
Stock Comp in Software (Voss Capital)
Are kids worth the cost? (The Root of All)
The EU’s Hamiltonian Moment (Apricitas)
Here are the most clicked items on Alpha Ideas this week:
Indo Star: Aaya CFO, Gaya CFO (AI)
Germany + 1 (AI)
Raymond: Woolly Accounting (Money Life)
Thread: Gensol Engineering (Dr Prashant Mishra)
Sanghi Industies: Illquid Co, Liquid Promoters (AI)
Thread: Aegis Logistics (Anish Moonka)
Den Networks: Worth more dead than alive (AI)
Rallis: Flying with the Times (AI)
Thread: Cineline (Kashish Shambhwani)
Little ways the world works (Morgan Housel)
Some offbeat reads for the weekend:
The early India Internet (PeaBee)
The plot against Modi (Open)
Is Jharkhand going the Maharashtra way? (India Today)
Pakistani grooming gangs in UK (Spiked)
How Manchester sold itself to Abu Dhabi’s elite (Guardian)
War will decide the fate of Transnistria (Palladium)
US Strategic Ambiguity on Taiwan (American Conservative)
Pelosi’s Taiwan visit (RT)
Germany’s love affair with its cars (Enselberg)
Instagram is fueling a thrifting boom in South Asia (ROW)
Nikolai Vavilov, Soviet Scientist (Damn Interesting)
How Cesarean Births became a global epidemic (Zocalo)
The Prosperous Migrants (Rafia Zakaria)
Racism in Europe (Reddit)
Thread: Temples in Telugu states (Sada Shree)
