Some stuff I am reading today morning:
Presentations at the Alpha Ideas SME Stars Meet (AI)
FPIs pull out 26,600 Cr in 2 weeks (BL)
The Saudi Arabia crisis may escalate (CNBC)
India’s need for a OTC Drugs policy (MC)
NCLT Vs Govt (ET)
The land challenge underlying India’s farm crisis (Mint)
New UDAN plan for international flights (FE)
Indian Shareholders Vs Carl Icahn (OB)
Trends & Thoughts on Indian Real Estate (Dhruvesh Sanghvi)
Public anger as China property market bursts (Zero Hedge)
Here are the most clicked items on Alpha Ideas this week:
Valuations across Banks & NBFCs (AI)
Bandhan Bank : A lot can happen in 3 years (AI)
How India Spends (AI)
The mystery behind record outflows from liquid funds (Mint)
Ashapura Intimates Stock in free fall (BS)
Uniply Industries: Dhanda Karna Nahin Aata (AI)
OTT: Disruption is Coming (AI)
Ashapura Intimates: Bhav Bhagwaan Che (AI)
Rich Dad, Poor Dad and Bankrupt Dad (AI)
Are pipe companies a good investment idea? (BS)
Some off beat reads for the weekend:
Why M J Akbar should resign (HP)
How the US forced China to quit stealing (Wired)
The disappearance of Jamal Kashoggi (Atlantic)
The Price of Fame (Kaveree Bamzai)
India’s #MeToo movement gathers momentum (Time)
Can populism be actually good for democracy? (Guardian)
The original accidental Prime Minister (Manu Pillai)
Raised by YouTube (Atlantic)
10,000 Km North East Ride (Team BHP)
Spoof: Calm Trump hard at work (The Onion)
Why Rammohan Roy started India’s first Persian newspaper (Madras Courier)
Ten Big Life Lessons from Big B (DailyO)
Niti-s of Rajniti (Gossip Guru)
Why I did not come first rank in school (J Mathrubootham)
Food : Fasting & Feasting (Mint)
Source: CLSA Research
CESC made an important announcement today regarding it’s demerger
However, at the time of going to press, the same disclosure was NOT made to BSE
Really cumbersome for investors when Companies disclose to one Exchange and not to the other.