Compilation of Important Industries outlook. Courtesy Abhishek Murarka (Twitter handle @abhymurarka), @alphainvesco
Thank you guys for the great work.
https://drive.google.com/file/d/0B6nLJ1dXdrjgUmtxYVZkTHJWUndYeHU5dTQ4VTR1LWVnOXBV/view
2 Likes
CHART SHOWING FUND FLOWS IN DEBT AND LIQUID MFs OVER LAST MONTH
GREAT FOR HDFC AMC SHAREHOLDERS
FOR PARTIES INTERESTED IN AUTO SECTOR
DISC: have bajaj auto in my portfolio
MR ADITYA PURIâS VIEWS ON INDIAN MACROS AND HDFC BANK IN PARTICULAR.
WORTH PAYING ATTENTION TOâŠI MUST SAY.
Great timeline of how things progress in America Post world war 2 till nowâŠAmazing blog by Morgan Housel.
3 Likes
China $33.9 trn retail transactions, $12.2 trn economy. Cash & Cheque @6% of GDP
India $2.6 trn retail transaction $2.6 trn economy Cash & Cheque at 14% of GDP. Huge opportunity to go digital.
It mean Indianâs are less tilted to taking big debts to purchase consumables?
A breakthrough, if it happens, that has very large consequences to humans. Xenotransplantation using genetically modified pigs for organ "farming" can be a life saver for people.
After years of setbacks, the past two years have seen a cascade of record-breaking xenotransplants using primate models, and researchers are working with regulators to prepare for clinical trials with humans. The first pig-to-human skin graft using live cells is set to take place this month in Boston. At the same time, Tector is readying a clinical trial in which he will install his triple-knockout pigsâ kidneys in dialysis patients who are unlikely to be considered for human-donor organs.
A critical review of "All is well" book factfulness by Hans Rosling. This article argues that Rosling only cherry picked the "good" data and left the difficult and bad data out of his study to present a rosy picture of the world.
Apple is increasingly "milking" its captive user base to sell services and is unable to sell more gadgets.
A wonderful collection of pictures to remind us how smartphones have become all pervasive in our lives.
An article on Shane Parrish, who runs the best blog in the world, in my opinion, and how he got to doing this.
An interesting article on how labour reforms, specifically wage reform, can improve the capitalist system.
1 Like
4 Likes
Samit Vartak on valuations and opportunities
1 Like
2 Likes
Chai, Vada Pav & Markets with value investors Mohnish Pabrai & Guy Spier
A good compilation of investing related blogs, articles, podcasts, books etc.
4 Likes
Wonderful interview of trading legend Mark Douglas, analysing investor psychology and money management. Generally I prefer books to videos, but this is an exception.
5 Likes
One of the headline article in todayâs edition of Economic Times. A very interesting read âŠfor anyone interested in 2,3 or 4 wheeler stocks.
1 Like
This is one of the best articleâs I have read this year. So many wow moments in this. Here are some excerpts:
When a supernova explodes, the blast wave creates high-energy particles that scatter in every direction; scientists believe there is a minute chance that one of the errant particles, known as a cosmic ray, can hit a computer chip on Earth, flipping a 0 to a 1. The worldâs most robust computer systems, at NASA, financial firms, and the like, used special hardware that could tolerate single bit-flips. But Google, which was still operating like a startup, bought cheaper computers that lacked that feature.
They were relentless optimizers. When a car goes around a turn, more ground must be covered by the outside wheels; likewise, the outer edge of a spinning hard disk moves faster than the inner one. Google had moved the most frequently accessed data to the outside, so that bits could flow faster under the read-head, but had left the inner half empty; Jeff and Sanjay used the space to store preprocessed data for common search queries.
A list of the best scientific innovations of 2018. A fascinating peak into where we as humans are going. Things like Iron-Man jet suit, indoor smart garden, shape-shifting vehicle wheels and the worldâs first migraine prevention drug make the list interesting and entertaining.
New technology is the key reason for todayâs high equity valuations, he said: âItâs created this vision of a world for all of us where we can have high growth and no inflation forever.â But the United States has had many periods of technological change since the late 1800s and none ever produced permanent high growth and low inflation.
So China will abandon its link to the dollar. âItâs just not conceivable that the second-biggest economy in the world would take its monetary policy from Washington, DC,â Napier said. He expects an initial devaluation, then a free-floating RMB that allows China to inflate away its debt. And when the currency relationship ends, so will the nirvana of high US growth, low inflation, and high equity valuations.
A fascinating article on how Sweden has managed to be great at creating new start-ups in business and the changes it has put in place over the last 30 years to get where it is today.
How can 2018 be complete without something about graphite 
Over the next five years, demand for graphite electrodes is expected to outstrip supply, keeping prices high. (Capacity is expected to grow by 8 percent annually, but demand should grow by 12 percent.) âWe see this uplift as structural,â noted Sumangal Nevatia in a Macquarie Research report in June. âWith no substitute, growing demand and limited new supply, graphite electrodes are now more a âstrategic resourceâ than a Ââcommodity.â â
9 Likes
This article is not directly related to investing but gives many hints about the future, many of the big old industries will be having due to the rapid scale of change witnessed by solar and wind power and also the huge effort by governments of various nations on pollution
There has to be excessive prudence and redundancies since RBI is the lender of last resort. Saying these provisions are excessive and arguing for trimming it sounds very short-sighted. Things like these should not be over-optimised because you never know where the next black swan will come from. Rupee appreciating against the dollar can happen because of dollar depreciating and can have nothing to do with the rupee. This is a real scenario and trying to optimise currency revaluation account based on how the past has played out is extremely short-sighted. Maybe the author wouldnât mind optimising his body and donating a kidney? He can argue with himself that he has one too many. 
7 Likes
Govt is asking for $51 billion for its pre election spending.Lot of big players are sitting on the sidelines to see what gets implemented. Some people are anticipating an opportunity to profit from Central bank mistakes which come rarely.