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Chart

Sector Earnings Estimates for FY19

Source : AB Capital Research

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Excerpts

Titan : Smell the Skinn

Source: Company Exchange Filings

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Excerpts

The Index that thrashes all other Indices

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Links

Linkfest: January 03,2018

Some stuff I am reading today morning:

How banks make a killing using Minimum Balance (ET)

India’s bond market has a message for Modi (Andy)

My Best Pick 2018-APL Apollo (Ajay Relan)

Can Ruia brothers pull off a rescue act at Essar Steel ? (MC)

Criminals switch to Monero from Bitcoin (BS)

How to lose $9 Trillion in a Bull Market (Jason Zweig)

Two biggest lessons I learned (Josh Tarasoff)

What happened in 2017 (A VC)

The inside story of Glencore’s hidden dealings in Congo (Guardian)

Waste and the new luxury (Seth Godin)

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Chart MegaTrends

Mega Trend: India’s EV Battery Market

Source: India’s Energy Storage Mission-Niti Aayog