Source: Investor Presentation of Gokaldas Exports Ltd
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RBI: English Pass, History Fail
Source: RBI Bulletin January 2021
The excerpt from the Bulletin is breath taking in its myopic outlook.
Excellent English, but complete complacency/ignorance about the Second Wave. This is ironic as the RBI Governor Das actually is a BA & MA in History
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Linkfest: 17 May, 2021
Some stuff I am reading today morning:
India’s Covid Catastrophe (Bloomberg)
FPIs continue to sell in May (BT)
Akshay Tritiya is a washout for Indian Jewellers (Rediff)
Adani Green to buy Softbank backed SB Energy (BS)
Former Mastek CEO John Owen joins Route Mobile (BSE)
Crypto now is a reflection of real demand (Mark Cuban)
Wall Street’s greatest piece of financial engineering (Forbes)
10 Questions people ask only in a bull market (Irrelevant Investor)
Play your own game (Morgan Housel)
Interview with Stanley Druckenmiller (Vimeo)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Granules India: Con Job (AI)
Shout Out: AGMs in Times of Disruption (AI)
Polycab: Connection Growth Ka (AI)
Tough Times (AI)
Adani Ports: Outlook FY22 (AI)
Mega Trend: Passive Investing (AI)
What we can learn from listed vaccine makers (Anand Sridharan)
The Great Online Game (Not Boring)
The Buy Now, Pay Later market ( Vox)
The Ellas of Bharat Biotech (Fortune)
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Weekend Mega Linkfest: 14 May, 2021
Some off beat reads for the weekend:
India- The Republic of Sorrow (M J Akbar)
Massive under-reporting of deaths in Gujarat ( Deepak Patel)
The origin of Covid ( The Bulletin)
Hamas & Netanyahu are gambling dangerously (New Yorker)
The Arab Street is quiet (TOI)
Break the Fear barrier and speak for Palestine ( Al Jazeera)
Racism increases in Germany ( RT)
Why Lebanese are giving up their pets ( Mint)
The plan to kill Osama Bin Laden ( Politico)
The economics of movie-product placements (The Hustle)
Why Millenials can’t grow up (Atlantic)
Understanding Car Air-Conditioners (Team BHP)
Cairo’s haunted ‘Temple-Palace’ (LHI)
Remembering Naushad ( Ajay Mankotia)
How to tell if you are from a middle-class Indian household (Shashank)