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Mega Trend : ESG Funds
Author: Raoji
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Why Make in India can work
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Linkfest : 12 April, 2021
Some stuff I am reading today morning :
Economic recovery under serious Covid threat ( FE )
Data breach at Upstox ( CNBC )
What I know about the markets ( Samir Arora)
On the gold loan business ( 2Point 2 Capital)
Sunil Mittal’s Harshad Mehta connection ( Siddharth Misra )
India’s unicorn party is just getting started ( Forbes )
Fireside chat with LiLu ( Relic Phillips )
The Barbell strategy approach to investing ( James Baird )
So you want to be an Emerging Manager? ( Paul Enright )
Too much, too soon ,too fast ( Morgan Housel )
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
A Crore ain’t what it used to be (AI)
HDFC AMC: The beginnings (AI)
Indian Mutual Funds under perform massively (SP Global)
Adani Data Centre: 10 Year Roadmap (AI)
Taxman to access capital gains data directly from FY22 (ET)
Chart: India Hospitals (AI)
Steeling the limelight (AI)
Predicting stock returns using a simple model (Alpha Architect)
Mega Trend: India Urban Vs Rural (AI)
Why Zerodha is not raising money (Nithin Kamath)
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Weekend Mega Linkfest: 09 April, 2021
Some off beat reads for the weekend:
How Bill Hwang lost $ 20 Billion in 2 days (Business Week)
The strange peer pressure to start a startup (Manu Joseph)
The New Establishment (Sanjay Baru)
Mumbai is a cash cow for Maha Vasooli Aghadi (FPJ)
The genocide of Hindus in Bangladesh (Tulsi Gabbard)
Understanding the Arab response to Bangladesh war (Dhaka Tribune)
The Havana Job (Truly Adventurous)
I called off my wedding. The Internet will never forget (Wired)
The racism racket (Joanna Williams)
When the Sri Harmandir Sahib disappeared (LHI)
Bahadur Shah Zafar : The last great traitor (DD)
On Friendship (Atlantic)
On Pune’s iconic Chitale Bandhu (BI)
Kalimullah Khan – The Mango Man of India (Atlas Obscura)
What a tiny masterpiece reveals about truth & beauty (NY Times)