Source: Investor Presentation of GRP Ltd
Source: Investor Presentation of GRP Ltd
Author: Raoji
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Linkfest: 21 May, 2024
Some stuff I am reading today morning:
FPIs withdraw 28,200 Cr from Indian equities in May (BS)
Markets stare at $14.5 Billion outflow risk (Forbes)
RBI cracks whip on co-lending deals (MC)
Debt-to-EBITDA at a decadal low (FE)
Ashok Hinduja’s leverage in the RCap deal (BW)
Commodity: Gold (BI)
Interview with Stanley Druckenmiller (CNBC)
A Masterclass with Bill Miller (Investment Talk)
The Stock Market’s great Paradox (The Market)
The Life Hedge (Jared Dillian)
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Top Clicks on Alpha Ideas this Week
Here are the most clicked items on Alpha Ideas this week:
Young Bulls, Ageing Bears (AI)
Avoiding Value Traps (AI)
Sandur: 9 Years Left (AI)
Mankind: Brand Factory (AI)
Blackstone’s Best Investment Ever (Katusa)
Boom in senior living homes (DH)
Lookout notice against Fund Manager Devina Mehra (BW)
The Club of Clueless CEOs (NDTV Profit)
India’s silent income crisis (Fortune)
Dinesh Dalmia dupes lenders of 200 Cr (Money Life)
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Mega Linkfest: 17 May, 2024
Some off beat reads for the weekend:
The appeal of PM Modi (First Post)
The West must do a better job covering India (Express)
Letter from Jewish students at Columbia University (Google)
Hezbollah is now interested in an all-out war (TOI)
On Russia’s Kharkov offensive (RT)
The looming battle for succession in Iran (Engelsberg)
Fast Tracking Armenia-India military cooperation (ORF)
Pakistan: Lurking Fears (Tribune)
Restoring the Sun God in Kashmir (Open)
Church bodies protesting Myanmar border fencing (Organiser)
Thread: Why borrow when you can print? (James Lavish)
Thread: 10 Concepts of Ancient Rome (Jash Dholani)
English Version of Jana Gana Mana (Savitri Mumukshu)
Food: Khao Suey to Khausa (Gulf News)
Wisdom from Marcus Aurelius (Gurwinder)
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