Some stuff I am reading today morning:
SEBI eases trading in InvITs & REITs (MC)
Birla offers to give up his stake in Vodafone Idea ( Rediff)
Small business suffer after banks shut current accounts (BS)
Policybazaar files IPO papers (FE)
Stock Talk: NALCO (Phoenix Capital)
Edtech gold rush goes on (Fortune)
4 Learnings from my journey (Neil Parikh)
The investment case for Ethereum (Vineyard Holdings)
Advertising stagflation (Ranjan Roy)
How much is Rule of Law worth to markets? (Barry Ritholtz)
Some stuff I am reading today morning:
e-Rupi to be launched today (MC)
RBI likely to maintain status quo on rates (Rediff)
Petrol demand at pre Covid level (FE)
Adani group to enter petrochemicals business (BT)
Investing Dilemma (Ankush Agarwal)
How do you stake Cryptocurrencies? (Decrypt)
Is China that weird? (Farrer Wealth)
Blackstone’s moment ( Marc Rubinstein)
Extracting Value Vs Creating Value (Mr Stingy)
Memo: Thinking about macro (Howard Marks)
Here are the most clicked items on Alpha Ideas this week:
A Master Class on the Pre IPO Market (AI)
Glenmark Life: Missing MFs (AI)
A tale of two Mahindras (AI)
Rakesh Jhunjhunwala on Zomato valuations (Fortune)
Voda Idea: What desperation looks like (AI)
Is Dainik Bhaskar clean? (Hawk Eye)
Indigo in a Do or Die situation (BT)
Why is China smashing its tech industry (Noah Smith)
India Diagnostics: Competition Landscape (AI)
Reality Check (Anand Sridharan)
