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Excerpts

Solvency & Liquidity

Source : Wall Street Journal

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Chart Rail Stocks

Indian Railways: Growth Engine

Source: Investor Presentation of Jupiter Wagons Ltd

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Links

Linkfest: 16 October, 2023

Some stuff I am reading today morning:

Middle East war could widen (Arab News)

FPIs take out 9,800 Cr in Oct (FE)

Beyond the Bond Market’s message (Money Life)

Adani to invest 20,000 Cr in ports business (BS)

Thread: Advantage Adani Coal Investigation (Shreegireesh Jalihal)

Hi-Green Carbon: Pollution Allegations (Mongabay)

Europe bets big on Wind (Oil Price)

Interview with Marc Chandler (The Market)

Investing in Inflections (YAVB)

A few laws of getting rich (Morgan Housel)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas SME Stars Meet- 2023 Edition (AI)

2023 Alpha Ideas SME Stars- Recordings (AI)

Khul Ja Simsim (AI)

Axiscades: Drone Dhamaka (AI)

Another step towards International War (Ray Dalio)

The tide is going out (Collab Fund)

Why FIIs are fleeing Indian stocks (Forbes)

The Thalaiva at Murugappa Group (Fortune)

The sinking Float (AI)

Rishabh: Exports without Benefits (AI)

Categories
Links

Weekend Mega Linkfest: 13 October, 2023

Some off beat reads for the weekend:

The geopolitics of Al-Aqsa Flood (Cradle)

The Gaza Disengagement just died (TOI)

Israel is manufacturing a case for genocide (Al Jazeera)

Western virtue signalling over Israel (RT)

The Woke scapegoating of Jews (Spiked)

Anti-China rhetoric is off the charts (The Diplomat)

France’s defeat in Africa (Newsweek)

Canada a lion to India, a lamb to China (National Post)

Inside the Taliban’s luxury hotel (Guardian)

Pakistan: Messiahs, Saviors, Heroes (The News)

Pakistan’s Blasphemy accusations (Midstone Centre)

The rise of Pakistan’s drones (South Asia Press)

Churchill’s plans to attack the USSR (National Archives)

Travelogue: Kedarnath & Badrinath (Team BHP)

Thread: 32 Forms of Ganesha (Anu Satheesh)