Some stuff I am reading today morning:
Choppy times ahead for IT pack ( MC )
India’s first retail REIT next month ( Fortune )
India’s 2 wheeler exports skid by 18% ( Rediff )
Equity MF flows touch 20,500 Cr in March ( BS )
Transformation at Prabhudas Lilladher ( BI )
Interview with Pulak Prasad ( 7investing)
Invest like Oprah ? ( Contessa )
The ultimate level of wealth ( Common Sense )
Bill Nygren Market Commentary Q123 ( Oakmark )
A shock to lending standards ( TRB )
Here are the most clicked items on Alpha Ideas this week:
US IT Spends: Caution Ahead (AI)
Aao Burn Kare (AI)
Sensex Vs Gold (AI)
Mega Trend: India Lithium Battery (AI)
Thread: On Hotel Stocks (Aniket Krishna)
Thread: Red flags at Aditya Vision (Proinvest Nirmiti)
Q4 FY23 Letter to Investors (2Point 2 Capital)
The world is dropping the US $ (Daily Reckoning)
Indian consumers cut back on non-essential spending (Fortune)
What makes you happy (Morgan Housel)
Some off beat reads for the long weekend:
China’s gameplan for Arunachal Pradesh (Brahma Chellaney)
Bhutan’s imperatives & India’s dilemmas (ORF)
Macron: Bantamweight Bonaparte (American Conservative)
Iran & Saudi Arabia (The Cradle)
Iraqi Kurdistan 20 years after (Crisis)
What Nevada stole from its native people (Zocalo)
Thread: On Private Armies (Thomas Fazi)
The curse of the Good Friday agreement (Spiked)
Birth rates are collapsing (Palladium)
How to be an ex-Pakistani (Dawn)
Israel-Split and United (TOI)
Where people drink beer for breakfast (BBC Travel)
Auto: Why Jaguar is struggling in India (Team BHP)
Thread: Indian Scientist G N Ramachandran (Sada Shree)
Rare footage of Veer Savarkar in Cellular Jail (Sameet Thakkar)
Source : Financial Express
