Source: Alastair Williamson
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Linkfest: 03 December, 2018
Some stuff I am reading today morning:
US,China agree on trade war ceasefire (Reuters)
FII inflows hit 10 month high (BL)
Rakesh Jhunjhunwala settles insider trading case (SEBI)
Losses mount in India’s eCommerce sector (FE)
Why India’s airlines can’t turn growth into profits (BQ)
Company Profile: GE Shipping (Devesh Kayal)
An Evolve-Or-Die Moment for the World’s Great Investors (Fortune)
Is long term investing over rated? (MF Critic)
The Fed blinks (Macro Tourist)
Seth Klarman’s career advice (Ian Cassel)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
HEG Ltd : Keh Ke Lunga (AI)
Investor Perspectives on SME Investing (AI)
What If… (AI)
The disaster that is Aditya Birla Real Estate Fund (Forbes)
Kotak investors on edge (Mint)
Honda CEO says it like it is (AI)
Bharat Shah’s investment philosophy (AI)
Moksh Ornaments: Superb Excuse (AI)
Shocker at DHFL (Money Life)
Interview with Safir Anand (S&L)
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Weekend Mega Linkfest: 30 November, 2018
Some off beat reads for the weekend:
Hindu,Hinduer, Hinduest (Outlook)
Enter from third exit (Rahul Pandita)
The anti-India bias of Western Media (Minhaz Merchant)
Don’t fear the Congress party (Shashi Tharoor)
The Unified Theory of Ram Dass (GQ)
Anti-Semitism in France (Guardian)
The Military bases of Djibouti (ATimes)
Is WikiLeaks a Russian Front? (Atlantic)
Drive to Kachenjunga (Team BHP)
Rahul Gandhi’s Shiv Bhakti roots (Gossip Guru)
Me & Mrs. Obama (J Mathrubootham)
Raising a Bangladeshi family in Detroit (Brown Girl)
Emperor Jahangir & Guru Hargobind Singh (Madras Courier)
Death of a Missionary (Washington Post)
With Love from Chennai (DailyO)
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Mega Trend: India Tyres
Source: MOSL Research
