

Some stuff I am reading today morning:
Bhavish Aggarwal to build world’s largest 2 wheeler factory (MC)
Warburg Pincus to invest 800 Cr in Adani Ports (CNBC)
M&A push Adani Ports towards 500MT target (Fortune)
Brent cracks $70 (Reuters)
Gold prices down 20% from highs (HT)
AIIMS to probe mysterious death of Muthoot Chairman (News Minute)
My Presentation at the TIA Summit (Alpha Ideas)
TIA Presentation: IRCTC ( Tushar Bohra)
TIA Presentation: S Chand (Niteen S Dharmawat)
About Target Maturity debt funds (MF Critic)
Here are the most clicked items on Alpha Ideas this week:
Don’t sell 7 Baggers (AI)
How growth became value and value didn’t (AI)
How India got Pakistan to release IAF’s Abhinandan (HT)
Covaxin shows prowess of Indian Pharma (BS)
What is Bharti Airtel upto? (Capital Mind)
PSU stocks are getting their moment in the sun (Mint) (My sound bite here)
The rich Vs the very very rich (Samanth Subramanian)
India is becoming a diamond (AI)
All about Cash-In, Cash-Out (AI)
Its raining EVs (AI)
Some off beat reads for the weekend:
How India got Pakistan to release IAF’s Abhinandan (HT)
Bengal’s traditions of inclusiveness are at stake (Kanchan Gupta)
The myth of China’s Great State (New Statesman)
The rich Vs the very very rich ( Samanth Subramaniam)
The rise of emotional spending (Guardian)
How did Steve Ballmer end up with 8% of Microsoft? (Trung Phan)
13 Days : The cricket documentary that never got made ( Jaideep Varma)
Don’t infect cricket please (Mohammed Kaif)
The amazing story of Prof. Indraneel Mittra ( Pramesh CS)
The roads built by Roman military shaped human civilization (Josh Wolfe)
The Bad Luck flat (Narendra Shenoy)
Memento Mori (Sahil Bloom)
Noida PG ( Shayonnita)
Bored, woke and high maintenance (Monika Halan)
Tanjore Paintings: A living legacy (LHI)