Some stuff I am reading today morning:
Algos dominate Indian Equities, F&O (MC)
Adani rubbishes WSJ allegations (BSE)
RBI’s $73 Billion short book (DH)
Unprecedented losses in Japanese bond markets (Kobeissi)
Jamie Dimon sees risks in US bond markets (The Street)
Maruti flags steep decline in budget car sales (BT)
Commodity: Lithium (Katusa)
Narratives Based Investing (Climateer)
How much should Elon Musk get paid? (HT)
The consumer AI revolution (Collab Fund)
Source: Exchange Filings of JBM Auto Ltd
Some stuff I am reading today morning:
Ukraine launches major drone attack against Russia (Guardian)
Message from Ukraine (Zelenskyy)
RBI to deliver 25 bps rate cut on Friday (BS)
The comeback of Anil Ambani (BW)
SEBI’s 10 Lakh Minimum Investment Rule (Fortune)
Takeaways from Earnings Call Q4 FY25 (Zerodha)
Inside Chris Hohn’s TCI (Thematic Edge)
Salaried employees can choose between ITR-1 & ITR-2 (MC)
7 attributes of the Millionaire next door (CS)
Generational Wealth Vs Enough (WCI)
Here are the most clicked items on Alpha Ideas this week:
Lloyds: Sicilian Defense (AI)
Cosmic CRF: Doubler (AI)
Wanbury: More at Less (AI)
Billion $ Brands of Coca Cola India (DH)
Key takeaways from RBI annual report (Forbes)
Thread: 10 Lessons from Rose Blumkin (Shane Parrish)
Bangaldesh industrialists warn of imminent collapse (DT)
China will become world’s first Electrostate (OP)
Airline Headlines (AI)
How important is the CEO? (AI)
