Here are the most clicked items on Alpha Ideas this week:
India to become post paid economy (Nandan Nilekani)
Welspun Corp: Dare to committ (AI)
Mutual Funds buy the dip in IT stocks (Rediff)
Rattan India: Try everything (AI)
Eureka Forbes: Purification Progress (AI)
Krsnaa: Godsend to patients (AI)
ECB warns of a sharp selloff (CNBC)
Feels like a recession (AI)
Trends in media & entertainment (The Market)
Thread: Acidity (Shreya Shah)
Some off beat reads for the weekend:
Iran Vs Taliban (Cradle)
How China vexes the West (American Affairs)
Pakistan’s Macro Economic Catastrophe (ORF)
An Indian Muslim watches the unraveling of Pakistan (Print)
Rishi Sunak’s Seance (American Conservative)
Lee Kuan Yew was wrong (Engelsberg)
Henry Kissinger is a disgusting war criminal (Jacobin)
How did Congress win Karnataka (One India)
The Rahul Yadav Deja Vu (Inc 42)
How the modern corporation was invented in England (Declassified UK)
How a Jain became a preacher of Islam (Organiser)
The real Kerala story (Open)
Thread: The secular myths of the Christian West (Cogito)
Between Solitude and Loneliness (New Yorker)
Thread: Acidity (Shreya Shah)
Source : Financial Times
Some stuff I am reading today morning:
Institutions lap up Coal India shares (Rediff)
Cut in Fame II subsidies for EV 2 wheelers (BT)
MFIs to see 30% growth in FY24 (MC)
Tax implications of depositing 2000 Rs notes (BS)
The coming wave of AI (Fabricated Knowledge)
Dividend investing is dead (Random Rogers)
Fear hurts our investing (Microcap Club)
Political risk & investing (Massif Capital)
Thee 77% threshold (Seth Godin)
Paying Attention (Morgan Housel)