Some stuff I am reading today morning:
China property fear spreads (BS)
China Credit- Writing on the Wall (Last Bear Standing)
DHFL lenders to get payment from Piramal this week (MC)
New mutual funds are hungry for a slice of the pie (Forbes)
European gas prices surge 250% (CNBC)
Is this finally it? (Doomberg)
My thoughts on US inflation (Value Investing)
TSMC: History & Strategy (Acquired)
Fire Or Ice? (Morgan Stanley)
Crypto Bezos (Not Boring)
Some stuff I am reading today morning:
Vodafone, Birla may infuse equity into Voda-Idea (Fortune)
Kitex group to invest 2,400 Cr in Telangana (IE)
Mumbai seems to have lost the airport game completely (MC)
Bollywood losses mount (MC)
Small Finance Banks: Hurt but not out (Forbes)
NFTs: Bored Ape Yacht Club (Decrypt)
Deep Dive: Ultra Jaya Milk (Asian Century)
How losing money can help you earn money (Darius Foroux)
The real cause of China’s Alibaba crackdown (Diplomat)
Is China investable? (Goldman Sachs)
Here are the most clicked items on Alpha Ideas this week:
Manish Chokhani: Sudden Enlightenment (AI)
Adani Ports: Seeing is Believing (AI)
Conversation with Delhi based broker (Shivansh Bansal)
Man Infra: Entering the Big League (AI)
The most powerful catalyst for stocks (Prabhakar Kudva)
How to find a good stock cheap at early stage (Zafar)
Kochi Investor Vs Pi Industries (NIE)
Demand & Supply of Ethanol (AI)
What a Trillion $ wealth destruction looks like (AI)
Why investors want Punit Goenka out of Zee (Fortune)
