Some stuff I am reading today morning:
Commodity prices hit fresh 2024 lows ( Sherwood)
India is the only country where fuel prices declined ( Rediff )
Rationalising the GST ( BT )
MapmyIndia alleges Ola stole it’s data (DH )
Crypto absurdity at WazirX ( FE )
Stock Talk : Power Grid ( Forbes )
Silicon Valley’s Trillion $ leap of faith ( MSN )
Where are China’s ultra rich investing? (CNBC )
Using Bayesian solutions for Factors ( AA )
Is stock market investing your personality type? (AM )
Some stuff I am reading today morning:
UltraTech buys majority stake in India Cements (BT)
REITs & InvITs set to woo more investors (FE)
Centre wants petroleum products under GST (DH)
Govt clarifies on Tax Clearance Certificate (Rediff)
Chinese FDI: A strategic gamble (BW)
On Karnataka Gig Law (BI)
What is the best performing stock of all time? (Meb Faber)
Most big winners were Ugly Ducklings (Microcap Club)
Impact of crowding on Active Fund Management (AA)
Fill the bathtub (Collab Fund)
Here are the most clicked items on Alpha Ideas this week:
Not just National Interest (AI)
The China Problem (AI)
How duty cuts will hit Bullion players (BW)
Roads, Rail Aur Raksha (AI)
Diamonds: Rich Man’s Poor Investment (AI)
Mega Trend: India Energy Storage (AI)
Family Disputes in Vadilal (Money Life)
Google is mind bogglingly bad (Om)
Let Compounding do its work (BI)
Hold Tennis Balls and sell Eggs (The Market)
