Some stuff I am reading today morning:
Rupee slides to 86.5 per USD (FE)
GST Search at PB Fintech’s offices ( MC)
JSW Energy is successful bidder for KSK Mahanadi (FE)
A financial storm is brewing (The Market)
Mahakumbh 2025: A 2 Lakh Cr economic phenomenon (Fortune)
Real Estate outlook for 2025 (BI)
Deep Dive into CDMOs (Value Quest)
First Leasing: Irony of Irani (Money Life)
The stock market is the economy (Sherwood)
Minimum levels of stress (Morgan Housel)
Source : Wall Street Journal
Some stuff I am reading today morning:
Global bond trantrum a worrisome start to New Year (Yahoo)
FPIs withdraw 22,194 Cr in Jan (Rediff)
5 IPOs to debut this week (MC)
Russian oil supply to India to get curbed (Reuters)
Oil Bulls are back (Oil Price)
India’s defence exports soar 30x (Fortune)
Gold outlook for 2025 (BI)
Canada plans retaliatory tariffs on US ( CNN )
Dividends are a feature, nothing more (Josh Brown)
7 Pillars of market bubbles (Arcadian)
Here are the most clicked items on Alpha Ideas this week:
Not so shining India ( AI )
14 stocks to double in next 3 years ( DAM Capital)
Nifty : Make or Break Time ( Shalin Shah )
Winners Rotate ( AI )
MFD Vs RIA Vs RA ( AI )
Q3 FY25 Letter to Investors ( 2Point2 Capital )
Debt Mutual Funds may get tax relief ( FE )
CDSL : Covid Beneficiary ( AI )
Ownership of Listed India ( AI )
Halidram’s snacks empire attracts global interest ( BS )