Some stuff I am reading today morning:
Adverse election outcome could crash indices by 30%-35% (Fortune)
Reliance’s pre tax profits crosses 1 Lakh Crore (MC)
HM Amit Shah’s stock portfolio (NDTV Profit)
Stock Talk: IREDA (BT)
Startup: Rubrik (Forbes)
The art of investing in banks (Pari Passu)
Commodities are outperforming in 2024 (Capital Spectator)
The Central Bank Gold stampede (Katusa)
Investors are pulling out of risk parity funds (Climateer)
Are side hustles worth it? (RetireBy40)
Some stuff I am reading today morning:
Can India become an economic superpower? (CNN)
US Hedge Funds fight over India trading strategy (BT)
Bail for Rana Kapoor (DH)
Elon Musk postpones India visit (NDTV Profit)
My EPF Transfer journey (Jago Investor)
On Holding Co shares (Bala)
The Commodities Bull Market is here (Katusa)
The Psychology of inflation (Common Sense)
There’s no easy answer to Chinese EVs (MSN)
Memo: The Indispensability of Risk (Howard Marks)
Here are the most clicked items on Alpha Ideas this week:
Vesuvius: Doubling Down (AI)
B2B Constructions: Doubling Down (AI)
Mega Trend: Crorepati Taxpayers (AI)
The Case for Private Capex (AI)
Ramkrishna Forgings: Bogie Wogie (AI)
Company : Novartis (Forbes)
Unveiling Multi-Bagger Secrets (BBS)
Why everyone in Finance is getting ripped (DH)
On the SC judgement in Delhi Metro case (Money Life)
China’s API extortion (Fortune)
