Here are the most clicked items on Alpha Ideas this week:
The fall of the NBFCs (AI)
Swimming Naked: Anil Kumar Goel Edition (AI)
How I invest my own money (Radhika Gupta)
Market Meltdown, the Virus and our Actionables (VP)
Sirf Indigo bachega (AI)
ITC – Is ‘Capital Misallocation’ a narrative fallacy or a reality? (Ahmed Madha)
India is # 1 (AI)
Not for the faint hearted (AI)
Berkshire Hathway and the Corona Virus Crash (Rational Walk)
Watch what the Chinese do (Bronte Capital)
Some off beat reads for the weekend :
How Muslims play politics in India ( Abhijit Iyer Mitra )
Why secular liberals are wrong about Nizamuddin ( Vir Sanghvi )
Tablighi Jamaat : Jihad’s stealthy legions ( Alex Alexiev )
The West’s anti India bias factory is working overtime ( Abhijit Majumder )
The anti Hindu NY Times ( Ramesh Rao )
Is Covid 19 Laboratory born ? ( Maroof Raza )
The unravelling of a dancer ( New Yorker )
Greta’s World ( Rolling Stone )
Saudis blow off Trump ( ATimes )
Travelogue : Jordan ( Team BHP )
10 Isolation Tips from Scientists ( Smithsonian )
My father, a Pakistani Prisoner of War in India ( Sunniya Pirzada )
From Zimbabwe to England ( Danai Kupemba )
Mangaluru’s Jewish Connection ( LHI )
Chang Bhai, take care ( Priya Ramani )
Some stuff I am reading today morning :
PM Modi plans staggered exit from the lockdown ( FE )
Corona has pushed Bharat to the brink ( Mint )
Inside India’s race to make lakhs of ventilators ( Forbes )
Oil prices spike by 25% ( CNN )
What were your lessons during the 2008 Crash ? ( Nigel DSouza )
Thoughts on the markets ( Basant Maheshwari )
How the US should tackle Covid-19 ( Bill Gates )
Luckin Coffee turns out to be a gigantic fraud ( IBD )
When Dollar Cost Averaging matters the most ( Common Sense )
The Shock Cycle ( Morgan Housel )