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India is # 1
Author: Raoji
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Linkfest: 30 March, 2020
Some stuff I am reading today morning:
RBI’s Bazooka gets muted response from markets (BS)
FPIs pull out 1 Lakh Crores in March (FE)
Oil rich wealth funds selling stocks (CNBC)
How is my personal money invested? (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (Value Pickr)
ITC- Is ‘Capital Misallocation’ a Narrative Fallacy or Reality? (Ahmed Madha)
How I managed my portfolio in the crisis (Bill Ackman)
Long Toilet Paper, short Equities (Behavioral Investment)
Managing Capital in a downturn (AM)
Its Over (Daily Reckoning)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas turns 8 (AI)
Mumbai real estate prices will crash (MC)
The coming NBFC crisis (Print)
Woh 2008 Wala Feeling (AI)
Everything you wanted to know about Kotak Mahindra Bank (Stocks & Biceps)
Mutual Fund Sahi Hai (AI)
How will the Coronavirus end? (Atlantic)
Chinese Virus and Indian markets (Muthu)
PSU Stocks: Dumb Ducklings or Super Bargains (Ventura)
The Ultimate Accomplishment (AI)
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Weekend Mega Linkfest : 27 March, 2020
Some off beat reads for the weekend :
Why flattening the curve is overrated ( Pensford )
How does the Corona Virus behave inside the patient ? ( New Yorker )
The curious age discrimination of Corona Virus ( Spectator )
China’s strategic assessment of India ( WarOnTheRocks )
On the removal of Xi Jinping ( Breitbart )
Conspiracy Theory on Covid-19 ( Al Skander )
Can we forgive China? ( Brahma Chellaney )
Why the world should not interfere in India’s internal affairs ( Kanwal Sibal )
What will Iran do ? ( TOI )
Pakistan : Corona Virus Vs ‘Faith’ ( Naila Inayat )
Can India replace China as a manufacturing powerhouse? ( SCMP )
How V K Pandian controls Odisha’s Babudom ( Outlook )
When memories are 90% good ( J Mathrubootham )
Lessons from the Bubonic Plague of 1896 ( LHI )
Wine is going out of style – in France ( Spectrum )
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Chart : Ratings Upgrades Vs Downgrades
