Source: CMS Consumption Report 2024
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Mega Trend: India eComm Retail
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Slone : Double Role
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Linkfest: 29 April, 2024
Some stuff I am reading today morning:
PM Modi on inheritance tax (News 18)
Minority Shareholders Vs ICICI Bank (FE)
Advent to infuse 2,475 Cr into Apollo Hospital’s arm (Rediff)
Japanese Yen weakens to 160 / $ (CNBC)
Company: Aster DM (BI)
Crypto’s Billion $ Zombies (Forbes)
Explained: Liquid Funds (DH)
High gold prices puzzles Wall Street (NY Times)
101 Additional Advices (The Technium)
Books don’t sell (Seth Godin)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Linde: Beta Numberi, Baap Dus Numberi (AI)
HDFC AMC: Dividend Machine (AI)
The Telecom Gear Opportunity (AI)
Mega Trend: India Commodity Options (AI)
India Telecom: Market Share (AI)
Bajaj Auto: Bet on CNG (AI)
MAS: Ab Tak 116 (AI)
Mega Trend: India MF AUM (AI)
SMID Valuations: Bubble Territory (AI)
Adverse election outcome could crash indices 35% (Fortune)
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Weekend Mega Linkfest: 26 April, 2024
Some off beat reads for the weekend:
Modi’s Doosra (Open)
India aims to emulate Chinese strategy (Arktos)
West’s hypocrisy on India (News18)
Tehran’s nuclear doctrine (RT)
Muizzu’s landslide victory in Maldives (ORF)
The Man who killed Google Search (WYEd)
Columbia University is beyond reform (City Journal)
Why Everything is becoming a Game (Gurwinder)
The riddle of ambition (MoreToThat)
Thread: Persia Vs Iran (True Indology)
Binjor: 5,000 Year old industrial hub (Print)
Thread: Integration of Goa (Gokul Sahni)
The Hindu son of Siraj ud Daula (Get Bengal)
Drive: Mumbai-Bhutan-Mumbai (Team BHP)
Vietnam Travel Tips (Stories of Raku)