Some stuff I am reading today morning:
Moscow attacked by Ukrainian drones (Zelenskyy)
Govt imposes import curbs on Silver (DH)
Bond yield spikes are a warning to markets (Reuters)
Thread: The most asymmetric trade (Jeffrey Currie)
Stock Talk: VIP Industries (FE)
Deep Dive: Paytm (Zen Nivesh)
Good results. Falling stocks (91 Capital)
India’s oil & gas reforms that never happened (Rajeev Mantri)
How the Iran war has crippled Qatar (MC)
China’s Battery Breakthrough (OP)
Here are the most clicked items on Alpha Ideas this week:
Tarachand: Cash PAT > PAT (AI)
The Invisible costs of PMS (AI)
Should you really diversify globally? (Carnelian)
Buy the Dog Shit stocks (Lee Roach)
Pricol: Classy Exit (AI)
Coforge: Client Zero (AI)
Microcaps create Multi Baggers (91 Capital)
LT Elevator: Going Up (AI)
Shyam: 3x in 5 (AI)
KRN: Sixer (AI)
Some off beat reads for the weekend:
Safeguarding India’s strategic autonomy (Niti Shastra)
Why Kerala chose V D Satheesan (IE)
Odds stacked against Joseph Vijay (Print)
Despondency of Non-Resident Bengalis (India Today)
Bengal’s Culture of Humiliation (Great Bong)
Thread: Conspiracy against Great Nicobar project (Vijay Patel)
Is Elon Musk already a Trillionaire? (Puck)
Iran’s Bluff (TOI)
Angry young British women (Spiked)
Belgium sends soldiers to its streets (Spectator)
Why young Indians join the Civil Services (KBS Sidhu)
The quiet grief of adult friendship (TOI)
AP x Swatch Royal Pops (GQ)
How 3 Indian PoWs escaped from Singapore in WW 2 (Scroll)
China’s most famous green tea (BBC Travel)
Source: Exchange Filings of Pricol Ltd
