Some stuff I am reading today morning:
India Market Cap soars to all time highs ( Rediff )
Interview of PM Modi ( News18 )
Uncertainty at Bandhan Bank ( BT )
Joy Alukkas, India’s richest jeweller ( Forbes )
Silver ETFs gain traction ( BS )
Meta & Reasonable Doubt ( Stratechery )
Japan’s stealth profit boom ( Verdad )
How do businesses get premium valuations ( Microcap Club)
Secrets of Family Businesses ( BBS )
Profoundly Unserious ( Better Letter )
Source: CMS Consumption Report 2024
Some stuff I am reading today morning:
PM Modi on inheritance tax (News 18)
Minority Shareholders Vs ICICI Bank (FE)
Advent to infuse 2,475 Cr into Apollo Hospital’s arm (Rediff)
Japanese Yen weakens to 160 / $ (CNBC)
Company: Aster DM (BI)
Crypto’s Billion $ Zombies (Forbes)
Explained: Liquid Funds (DH)
High gold prices puzzles Wall Street (NY Times)
101 Additional Advices (The Technium)
Books don’t sell (Seth Godin)
Here are the most clicked items on Alpha Ideas this week:
Linde: Beta Numberi, Baap Dus Numberi (AI)
HDFC AMC: Dividend Machine (AI)
The Telecom Gear Opportunity (AI)
Mega Trend: India Commodity Options (AI)
India Telecom: Market Share (AI)
Bajaj Auto: Bet on CNG (AI)
MAS: Ab Tak 116 (AI)
Mega Trend: India MF AUM (AI)
SMID Valuations: Bubble Territory (AI)
Adverse election outcome could crash indices 35% (Fortune)
