Source: Phillip Capital Research Report
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Mega Trend: India’s Lighting Market
Source: Phillip Capital Research Report
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Linkfest: January 22,2018
Some stuff I am reading today morning:
India to become world’s fastest growing large economy in 2018 (ET)
ONGC acquires Govt’s stake in HPCL (BS)
Why Jhunjhunwala,Damani joined the race for Binani Cement (Quint)
Uber to drive into Indian sunset? (Rediff)
Bull run forever (Bala)
Interview with Kenneth Marshall (Safal Niveshak)
Stock Talk: Intellect Design (Calculated Wagers)
You are remembered for the rules you break (TRB)
The 3 levels of financial independence (FS)
Follow the Money (Of Dollars & Data)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas This Week:
Top Buys & Sells by MFs in December 2017 (AI)
10 Stocks with the highest Sell Ratings (AI)
Some learnings from an Investor Meet (AI)
Buy after 20x in a year (Amit)
Small Caps collapse post Uday Kotak’s warning (BL)
It’s raining money in Dalal Street (AI)
K M Sheth explains the shipping business (AI)
If LTCG on listed equities were to return (Quint)
Galaxy Surfactants: From Pre IPO to IPO (AI)
3 Guys wiped out $3 Billion off South Africa stocks in 4 days (Bloomberg)
Today was the analyst conference of Galaxy Surfactants.
Delighted to see another one of the unlisted babies hatching.
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Weekend Mega Linkfest: January 19, 2018
Some off beat reads for the weekend:
Beyond the Bitcoin bubble (NYTimes)
The Fall of Uber’s Founder Travis Kalanick (BusinessWeek)
The women who took on the Mafia (New Yorker)
How to save the African National Congress (Atlantic)
The Beatles magical mystery tour of India (Mint)
Gang of Four (Media Crooks)
Road Trip: 5000 Kms in New Zealand (TeamBHP)
History: The Moplah Revolt (Swarajya)
North Korea exposed (SCMP)
Time running down on Thailand’s junta (ATimes)
Cancer Diagnosis from a Blood Test? (Wired)
What failing CA exams 8 times taught me about life (Arre)
Take all my money (J Mathrubootham)
Mumbai Notebook (Anil Dharker)
Life Changing trips for couples (T&L)