Author: Raoji

Excerpts

Why Private Capex won’t pick up

Source : Noah Smith

IPO

Source : RD

Main Board IPOs :

SME Board IPOs

Links

Some stuff I am reading today morning:

America First Investment Policy ( White House )

Gold holds near record highs ( Yahoo)

Zomato, Jio Financial to join Nifty 50 ( BW )

UK FTA talks to resume ( FE )

KKR picks up 54% stake in HCG ( BS )

Liquidity in the stock market is drying ( Rediff )

Trust in a Black Hat world ( Dave Nadig )

The conviction that inspires us ( MicroCap Club )

A common investment mistake ( Elm Wealth )

Research: Probabilities & Payoffs ( MS )

TopClicks

Here are the Top Clicks on Alpha Ideas this week:

Why Jack Dorsey is Satoshi Nakamoto (Sean Murray)

SIP: Ruk, Ruk, Ruk ( AI )

Advanced Enzymes: Enhanced Returns (AI)

We are different & down (AI)

‘Buy China, Sell India’ tactical trade rises (MC)

SMID valuations still above average (AI)

Time in Market > Timing Market (AI)

Jewellers margins set to take a hit (FE)

Which cities have the highest MF AUM? (CM)

F*** you money (WoW)