Here are the most clicked items on Alpha Ideas this week:
Not HDFC Bank (AI)
Bet you didn’t know this about Munger (AI)
Sinking Smallcaps (AI)
How Bajaj Finance’s Zero Interest EMIs work (Deepak Shenoy)
Indian Economy: Stage is being set for robust growth (Vikas Agarwal)
Softbank’s India Portfolio (AI)
Adani’s Defence Empire (AI)
2020’s multi baggers will come from these sectors (ET)
Interesting Smallcaps/Microcaps (Nooresh Merani)
Who are the true owners of TFCI? (Vaibhav Badjatya)
Some off beat reads for the weekend :
Profile : Qassem Soleimani ( CTC )
Iran’s call for revenge (TOI)
The Phantoms of Chittagong ( Dhaka Tribune)
What Kargil wants after Article 370 (Mint)
Dismantling Sheikh Abdullah’s legacy (Naseer Ganai )
Meet the Intellectual Founder of Brazil’s Far Right ( Atlantic )
Maya, the woman who almost broke free ( BBC )
Xi Jinping & Winnie the Pooh (SCMP)
What the West gets wrong about China ( Unherd)
On the sexual jihad in Cologne (Jessica Isabel Robeson)
Guide to Indian Food ( Ian Anderson )
The Leopard and the Baboon ( Time )
Make 2020 the year of less sugar ( NY Times)
How to use your flaws to better yourself ( Manu Joseph)
2010s was never ending nonsense (J Mathrubootham)
Hat Tip: K Dhanwada
Some stuff I am reading today morning:
Non-telcos face 3.13 Lakh Crore AGR fines (ET)
HDFC, HDFC Ergo takeover Apollo Munich (FE)
Bosch India to cut 2,000 jobs in India (BS)
Centre to place restrictions on non-essential imports (Mint)
On Biocon Biologics (MC)
Stock Talk: Elgi Equipments (Fortune)
On the new SEBI regulations for RIAs (Amit Kumar Gupta)
Bartender School (TRB)
51 Ideas from 2019 (Safal Niveshak)
Your first investment for 2020 (Mable Buchanan)