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Links

Weekend Mega Linkfest: 18 October, 2019

Some off beat reads for the long weekend:

The brutal history of Kalapani (Guardian)

How Savarkar and RSS won (HT)

On Abhijit Banerjee (Bibek Debroy)

Ayodhya Advocate: K Parasaran (Swarajya)

How the Communists killed industry in West Bengal (Rediff)

Updates from Kashmir (Abhijit Iyer Mitra)

Walkover for Devendra Fadnavis (Hemant Desai)

When GoFundMe gets ugly (Atlantic)

On Yasukuni (Al Jazeera)

Bike Ride: Coastal Gujarat (Dr. Vijay Malik)

Travelogue: Iceland (Team BHP)

Gold cannons & a poison plot (Mint)

Video: Pune & the Maratha Empire (Uday Kulkarni)

Enjoy within limits (J Mathrubootham)

Why you don’t see your friends anymore (Atlantic)

Categories
MegaTrends

Mega Trend: India Micro Finance

Source: Macquarie Research

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MegaTrends

Mega Trend: India GDP Per Capita

Source: Oaklane Capital Management

Categories
Links

Linkfest: 18 October, 2019

Some stuff I am reading today morning:

EU & UK reach deal on Brexit (BBC)

Realty market sentimernts sink to demonetization levels (ET)

Health of MSMEs worsens (BS)

India’s tightrope act with foreign investors (Mint)

SEBI may hike PMS investment limit to 50L (MC)

India: Wealth Creation Story (Kuntal Shah)

The smelting of Indian stocks (Calm Investor)

Latest Memo from Howard Marks (Oaktree Capital)

Forget Value Vs Growth (Michael Mauboussin)

An Eulogy for the 60-40 portfolio (Common Sense)

Categories
Quotes

Lethal Combination