Categories
Links

Linkfest: 08 May, 2023

Some stuff I am reading today morning:

India’s imports from OPEC at all time lows (MC)

India’s fragile Middle Class (BW)

India & the new world order (Gavekal Research)

How HSBC India is gunning for growth (Forbes)

Decoding the banking crisis (Aswath Damodaran)

How to do Business Analysis of mining cos (Dr Vijay Malik)

Oil, the Market’s chew toy (Open Insights)

Full recap of Berkshire Hathaway AGM 2023 (CNBC)

Investing’s Big Blind Spot (Sapient Capital)

Maybe retiring at 35 was a bad idea (Roger Nusbaum)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

IDFC First: Near & Dear Test (AI)

Stanley Druckenmillers warns of US debt crisis (Bloomberg)

Half of America’s banks are insolvent (Telegraph)

There will be significant losses (Howard Marks)

Real Estate Outlook (AI)

Amazon is # 3 (AI)

The mysterious Indian giant of oil shipping (Money Life)

FPIs & Private Banks (AI)

GM Breweries: Repeat Karo (AI)

Tata Play files India’s first confidential IPO (Fortune)

Categories
Links

Weekend Mega Linkfest: 05 May,2023

Some off beat reads for the weekend:

IPL: A League of its own (Open)

Thread: Why Manipur is on fire (SS Jha)

Russia’s new vision for taking on the West (Crisis)

Iran regime change via Reza Pahlavi (TOI)

Syria-Turkiye talks depends on water (Cradle)

Its raining IMF in Suriname (Al Jazeera)

The SCO & Indian challenges (ORF)

Thread: The Fourth Laddu (The Liver Doc)

Billionaires shouldn’t exist (Jacobin)

Who are the Anglo-Indians? (Zocalo)

Thread: Hari Singh Nalwa (Sadaa Shree)

Chanakya on when the enemy is stronger (HUYF)

Thread: The incredible story of Touria Chaoui (David Zabinsky)

Drive: Char Dham Yatra (Team BHP)

Thread: Expressions of Love in Arabic (Bayt Al Fann)

Categories
Chart

US Banks : Tumble Rumble

Source: Financial Times

Categories
Exchange Filings

EMIL: Minority Headache

Electronics Mart India Ltd held a postal ballot seeking permission of shareholders to approve the variation in the objects of the IPO of the co.

Around 224 shareholders voted. 26 shareholders voted against the resolution.

Since # of shareholders who voted against the resolution were more than 10% of the total shareholders who voted, the company has to comulsorily make an exit offer to these dissenting shareholders.

The interesting thing is that the total no of shares held by these shareholders is only 2,483 shares…approx only 2L Rs !