Some stuff I am reading today morning:
Akshay Tritiya loses its glitter (BL)
KKR advised BOI Axa Credit Fund blows up (Mint)
The agony of being a Franklin Templeton Investor (MF Critic)
Troubles mount for Indian markets (Mint)
Huge provisions at NBFCs likely (ET)
Massive Fraud at Cox & Kings (IE)
Are Open Ended Bond Funds suitable for credit risk in India? (Dhawal Dalal)
How companies inflate their profits (Dr. Vijay Malik)
On India’s Pharma Industry (Ketan ACMA)
China owes us (CNBC)
Here are the most clicked items on Alpha Ideas this week:
What I learnt from Uday Kotak (AI)
What Akshaya Tritiya looks like (AI)
The coming WhatsApp Retail Revolution (AI)
The Stock Market is not reflecting reality (Howard Marks)
The risk of running a brokerage business (Nithin Kamath)
Why aren’t banks lending? (Prof Ananth Narayan)
Short Unicorn Story (AI)
Jim Rogers: Famous Last Words (AI)
Harvard Professor reaps 17,000% return (BS)
Time to be cautious on FMCG & Pharma (Nooresh)
Some off beat reads for the weekend:
An explosive look at so-called Civil Society Activists (Sumona Chakraborty)
On the Palghar Lynching (Makarand Paranjape)
What history tells us about epidemics (Granta)
Is an alcohol ban necessary during the lockdown? (Mint)
The Original Big Short of 1865 (Boston Globe)
Will Trump go to war with Iran? (RT)
Trump’s plan to save his Presidency (Atlantic)
Pakistan on a knife edge (Dawn)
Inside the world of Indonesia’s Islamic soap operas (SCMP)
My mother & Sathya Sai Baba (Al Jazeera)
The day I left Bergen Belsen (TOI)
On the Great Barrier Reef of Australia (Afar)
Where did bats come from? (Smithsonian)
How does one make an authentic Neapolitan Pizza? (BBC)
Dream Sequence Only (J Mathrubootham)
Source: Krishna Kanhaiya
