Categories
Observations

Rs.889

Thats the average amount per person given by the Govt as a welfare package to the worst affected by the Corona Crisis.

Source: N Sitharaman

Categories
Chart

What happens next

Hat Tip : Robin Wigglesworth

Source : Morgan Stanley

Categories
Links

Linkfest : 13 April, 2020

Some stuff I am reading today morning :

Banks are split in offering moratorium to NBFCs ( ET )

Manesar stares at dead end ( BS )

Bulk Drugs : Pharma’s pain point ( OB )

On US QSR Chains ( Horseman Capital )

Japan Redux ( Hedge Fund Journal )

The flight to safety (Of $ and Data )

Why a SIP in small cap Mutual Funds is a waste of time ( Free Fincal )

Mutual Funds and Market Timing ( Subramoney )

On Promoters taking high salaries ( Dr Vijay Malik )

Pandemics Vs Post War recoveries ( Common Sense )

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

HDFC AMC : The Beginnings (AI)

ITC: Price changes Perception (AI)

A huge negative for Indian Pharma (Navarro)

New Economic Trends due to Corona ( Straits Times)

SIP Closures loom (BS)

India’s Lost Decade (AI)

Kuch Action Kiya Kya? (Kiran)

The Restaurant Industry in India will collapse (Riyaaz Amlani)

Golden Days Ahead (AI)

Never a dull day in India (AI)

Categories
Links

Weekend Mega Linkfest: 09 April,2020

Some off beat reads for the weekend:

The Antartic is melting (Guardian)

New Economic Trends due to Corona ( Straits Times)

How China’s fake news machine is rewriting history (SCMP)

The rise and spread of a 5G Coronavirus Theory (Wired)

Coping with Corona the Jewish way (TOI)

Corona – Our debt to Darwin (Pervez Hoodbhoy)

Life in the time of Corona ( Mehr Tarar)

No Shor in the City ( Lata Gwalani)

This is Trump’s fault (Atlantic )

Boris Johnson’s shocking decline (New Yorker )

DD is now the most viewed channel (Print)

Auto Talk: One year with a Jeep Compass (Team BHP)

Beating around bush (J Mathrubootham)

Tracing the flight of Karnataka’s Double Headed Eagle (LHI)

The 1896 Bombay Plague (Outlook)