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)
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 )
Hat Tip : H
Jaan jaye par listing na jaye
Some stuff I am reading today morning:
GoI announces welfare package for the poor (Forbes)
On the Stock Market Crash (Chaitanya Dalmia)
Can’t have a business plan with zero cash flow (Rakesh Biyani)
CRISIL cuts India’s growth forecast to 3.5% (BS)
How BSE,NSE have kept the stock markets running (BL)
Listed firms allowed to delay AGMs by a month (FE)
The great Dollar Shortage (James Rickards)
A warning from the Great Depression (Daily Reckoning)
Seth Klarman sees bargains (Yahoo)
Virus leaves all landlords under the same leaky roof (Reuters)