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Some stuff I am reading today morning:
Global recession ‘extremely likely’ in 2023 (Fortune)
West’s incipient recession hits India (FE)
WPI inflation falls to 2 year low (Money Life)
Siemens India signs 26,000 Cr contract with Railways (MC)
Saab scraps fighter aircraft agreement with Adani (BS)
Takeaways from IT Services Q3 earnings (Forbes)
Company: Skipper (BI)
The Value Factor and Deleveraging (Larry Swedroe)
Learning from Henry Singleton (AM)
Forecasting Follies (Better Letter)
Some stuff I am reading today morning:
Adani 20,000 Cr OFS to hit markets this week (Geetu Moza)
Cummins to launch Hydrogen Engines in India (Fortune)
APL Apollo backed SG Finserve disburses 2,125 Cr in 3 months (Crisil)
Employee exodus at Vodafone India (FE)
5 Min Stock Idea: TD Power Systems (Smart Sync)
Interview with Andrew Clifford (Platinum)
Option Selling Strategies of Gada brothers (MC)
Which investment belief of yours that others don’t share (Meb Faber)
Inside the secretive world of Shark Tank deals (Forbes)
Letter to Investors (Sameeksha Capital)
Here are the most clicked items on Alpha Ideas this week:
SIP: Ruk, Ruk, Ruk (AI)
Sonam Kapoor bares reality of Mumbai realty (MC)
The Art & Science of spending money (Morgan Housel)
TTK: Why brands exist (AI)
NTPC: Cell Shocked (AI)
Rashesh Shah: The Wealth Management Opportunity (AI)
What’s your entry P/E ? (AI)
ICICI Bank’s murky bailout of Lanco (Money Life)
Cyient: Billion $ Baby (AI)
6 Mutual Funds degrow (Fortune)