Source: Edelweiss Research
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The Pre-Election Rally
Source: Edelweiss Research
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Linkfest: 20 August, 2018
Some stuff I am reading today morning:
Some more stupid recommendations to SEBI (BL)
A 15,000 Cr lesson in misgovernance (Hemendra Hazari)
The bruhaha over the HDFC vote (IIAS Advisory)
The big threat facing fund houses (Rediff)
The Billionaires and the Guru (ET)
Is there bang for the Mudra buck? (BQ)
Interview with Kerr Neilson (Platinum)
Old age isn’t what ends a bull market (Barry)
Korean Stock Market as a leading indicator (Horan)
3 Asian markets worthy of attention (Investment Week)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
TBZ: Superb Family Values (AI)
NSDL Vs CDSL (AI)
The Fall & Fall of the Indian Rupee (AI)
2 SME IPOs explained (AI)
18 Dead, 3 Critical & 1 Injured (AI)
Wipro: You Can’t Win (AI)
How a 77 year old built a fortune for his heirs (Uma Shashikant)
Investing-Picking Themes (Bala)
3 Preferential Allotments Explained (AI)
Reliance Jio to disrupt broadband market (ET)
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Weekend Mega Linkfest: 17 August, 2018
Some off beat reads for the weekend:
How a Gujju girl became an international Sumo wrestling champion (MC)
Arun Shourie on Atal Bihari Vajpayee (NDTV)
Could Advani ever made it to PM? (Jaggi)
How Tripadvisor changed Travel (Guardian)
The great Chinese art heist (GQ)
Insider’s perspective of the CV industry (Team BHP)
How Sonos is building the audio internet (Wired)
Post LS2019 (Media Crooks)
Arunkumar Kembhavi-The people’s DC (BI)
Trump & the N word (Atlantic)
Steve Job’s daughter (Vanity Fair)
Death of a Dictator (Dawn)
On Parsi Baugs (Arre)
The story of Vajpayee’s last photograph (Mint)
Obituary: Somnath Chatterjee (Open)
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What an EM crisis looks like
Source: CLSA Research Report
