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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

What stupidity looks like (AI)

Mega Trend: India Internet (AI)

The Biggest Asset Class in the world (AI)

Mystery (AI)

Why we invested in Reliance Jio (Google)

Nobody has seen Nuthin like it (AI)

Hatsun in trouble (R S Sodhi)

Stock Talk : Mayur Uniquoters (Value Picks)

Page A1 Indicator (AI)

The Tech Index that beats NASDAQ (AI)

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Links

Weekend Mega Linkfest: 17 July, 2020

Some off beat reads for the weekend:

The Jaipur Jolt (Open)

India-China Relationship will be reset (Shivshankar Menon)

The most significant case that SC ever heard (Bar & Bench)

Turmoil in Akali Dal (DailyO)

Bild, Merkel & the Culture Wars (Guardian)

Price of ambition in Karachi (Dawn)

A strange Roman Ring story (Gareth Harney)

The importance of Sunny (ESPN)

Why I resigned from NYTimes (Bari Weiss)

Covid Conversations with one of America’s richest men (BB)

James Tod’s Rajasthan Chronicles (LHI)

The Chinese Emperor who built Beijing (SCMP)

The story of a Malawian Kung Fu Fighter (Al Jazeera)

Seeking solace in Hafez (Guernica)

Is Narendra Modi a Crypto Jew? (NWO Broadcast Corp)

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Chart

The Tech Index that beats NASDAQ

Source : David Ingles
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Chart

The Biggest Asset Class in the World

Source : WSJ
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Links

Linkfest: 17 July, 2020

Some stuff I am reading today morning:

Indian Banks are in for a Rs. 20 Trillion hole (Mint)

Why Aramco-RIL deal has hit a roadblock (Rediff)

Reliance Jio’s 2G-free India will hit Vodafone Idea hard (BS)

Sale of houses at decadal lows (FE)

Related Party Transactions at IFB (Aurum Capital)

Hatsun in trouble (R S Sodhi)

Rupa: The inside story (Fortune)

China’s manic traders Vs Communist Party (Bloomberg)

Rebalancing is still everyone’s main risk management strategy (CS)

5 Stories (Morgan Housel)