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)
Some off beat reads for the weekend:
The unrelenting quagmire of Khyber-Pakhtunkhwa (Dawn)
What does Xi Jinping really think (Engelsberg)
Atrocities against Hindus in Bangladesh (One India)
UK: 50 years of lies about Europe (Spiked)
The Taiwanese Expedition (American Conservative)
South Africa’s infamous Ultra Marathon Cheats (BI)
Mahmoud Abbad: The Perpetual Dictator (TOI)
Invocation of the Incarnate (Bibek Debroy)
Travelogue: Greece in Winter (Team BHP)
Lohri: The Legend of Dulla Bhatti (LHI)
Thread: Muslim Kung Fu (Bayt Al Fann)
The forgotten magnum opus ‘Andolan’ (Fifty Two)
Thread: The Great Wave of Kanagawa (Cultural Tutor)
Electric Air Dusters rock (The Verge)
Thread: 10 Countries with their divine version of Ramayana (Raghu)
Some stuff I am reading today morning:
Infosys beats estimates, raises guidance (MC)
India Retail Inflation drops to 5.72% (BW)
US Consumer Inflation fell in Dec 2022 (CNBC)
SEBI specifies norms for AIF in CDS (FE)
NSE Indices comparison (Rama Krishna Vadlamudi)
Bitcoin is just a short-vol, high beta vehicle (All Star Charts)
Why better days for Small Cap may be ahead (Royce Inv)
US to hike few more smaller rate hikes in 2022 (Philadelphia FED)
On how FED policy is a bit like trekking (Richmond FED)
The art & science of spending money (Morgan Housel)
