Source: Exchange Filings of Insecticides (India) Ltd
Author: Raoji
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Mega Trend: India Forex Reserves
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Linkfest: 06 July, 2020
Some stuff I am reading today morning:
India may hike customs duties (FE)
Covid cases at factories leaves India Inc in a bind (Mint)
Jewellers start melting new ornaments to pare inventory (BS)
Notes from 2020 Annual Report of Syngene Internatioanl (Kumar Saurabh)
The story of Parle-G (Atlantic)
The Gold Breakout (TRB)
The playing field (Graham Duncan)
Public frenzy and Private Caution (Semil Shah)
Peter Bernstein’s checklist for growth companies (Novel Investor)
What is a dividend trap? (Dividend Guy)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Pidilite: Wait for two months (AI)
Fortis: Day of Reckoning is Near (AI)
JSPL: Truly AtmaNirbhar (AI)
Nice job if you can get it (AI)
GE Shipping: 60% Discount (AI)
How lockdown has impacted your spend (AI)
L&T: Local and Tested (AI)
China throws down a challenge to India (Brahma Chellaney)
Covid vaccine by Independence Day (AI)
How Patanjali’s magic didn’t work on Covid (Mint)
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Weekend Mega Linkfest: 03 July, 2020
Some off beat reads for the weekend:
Lovely & Dark in fairness obsessed India (Mint)
China throws down a challenge to India (Brahma Chellaney)
How RSS predicted China’s true colours (Makarand Paranjpe)
India has two coronavirus vaccines for human trials (India Today)
Israel: Annexation & Apartheid (Atlantic)
Eton & the making of a modern elite (1843)
How Discount Store became magnets for crime (Pro Publica)
Fake Pilots in Naya Pakistan (Naila Inayat)
Whats wrong with WhatsApp (Guardian)
Padma Lakshmi,Top Chef (Vulture)
How Kangana Ranaut is getting victimised by the industry (Navi)
The sordid history of Mount Rushmore (Smithsonian)
On the bombing of Air India ‘Kanishka’ (Harpreet)
On the massacre of Sindhi Hindus in Xinjiang (Porbotia Lora)
The lost crown of Satara (LHI)