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The Asian Century is about to begin
Author: Raoji
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Pre IPO: Religare Health Insurance
Religare Health Insurance (RHI) is one of the leading Stand Alone Health Insurers (SAHI) in India
There are only 5 SAHIs in India and RHI is one of them. There is considerable PE interest in such companies as evidenced by the purchase of True North in Max Bupa and Westbridge in Star Health
The financials and other disclosures of RHI can be obtained from here
A very limited quantity of shares of Religare Health Insurance is on offer.
For those interested,please email me at Alpha Ideas.
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Linkfest : 16 December, 2019
Some stuff I am reading today morning :
Indian economy headed for ICU ( Arvind Subramaniam )
Will Reliance Life Sciences do a Jio in the diagnostics space? ( Mint )
Discom dues now 81,000 Cr ( ET)
Centre likely to pare stake in BEML ( BS )
Pune Builders are still in denial mode ( Ravi Karandeekar )
Financial Shenanigans at L&T Finance Holdings Ltd ( Niteen S Dharmawat)
Interview with Sanjay Dutt ( ET )
Indian stocks that lost over 80% in the last 2 years ( Zafar Shaikh)
Mind boggling innovation by Chinese Insurance Giant Ping An ( Forbes)
The end of Mutual Funds? ( Barry )
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Infographic: FinTech Disruption in India (AI)
Heading towards the exit (AI)
Danger ahead (AI)
Govind Parikh on 3M India (AI)
Insights into the Paint Industry (AI)
NBFCs- Growth Outlook (AI)
Concentration (AI)
Will the mother of all asset price bubbles burst in 2020? (Mint)
Where do K Ganesh and Meena Ganesh invest their wealth? (OB)
Confessions of a FOMO investor (Chaitanya Dalmia)
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Weekend Mega Linkfest : 13 December, 2019
Some off beat reads for the weekend :
Why is Assam burning (Kaushik Deka)
Sarma-Sonowal rivalry in Assam (Print)
The Influencer and the Hit Man ( One Zero )
The Gospel of Wealth according to Marc Benioff (Wired)
Imran Khan’s memory loss (Naila Inayat)
At the Nobel Prize Ceremony (Chiki Sarkar)
How climate change is hurting Bhutan ( Shivya Nath )
I was once a Socialist ( David Brooks )
What I learnt with my eyes shut ( Swanand Kelkar)
Driving Holiday in New Zealand (Team BHP)
NRIs will complain, complain, complain (J Mathrubootham)
The Etymology of @ (Madras Courier)
The Texas Archives War of 1842 ( Smithsonian )
The 1972 Battle of Khulna (Lt. Gen. H S Panag)
Nagasaki – The Last Bomb ( New Yorker)