Some stuff I am reading today morning:
India’s solar power tariffs hit record low ( Mint )
How Central Govt is changing laws to favor Adani ( Telangana Today)
Raghuram Rajan blasts RBI ( BS )
Stock Talk : Balkrishna Industries ( FE )
The Economics of Fund Management ( Marc Rubinstein )
Pleasure of walking tall ( Stable Investor )
On investing in Art ( Barrons )
5 Options for pursuing high returns ( Howard Marks )
Knowing what you are looking for ( A VC)
WHO fears Covid third wave ( Reuters)
Hat Tip : DM
Some stuff I am reading today morning :
Signs that ‘Atma Nirbhar’ package is working ( The Hindu)
Byju’s now valued at $ 12 Billion ( FE )
Is India about to witness a data centre boom?( Fortune )
Why Mumbai Indians is the brand to bet on ( Rediff )
NBFCs have an edge in banking license race ( Mint )
India is getting the rescue of LVB right ( Andy Mukherjee )
For every buyer, there is a seller ( Evidence Investor )
Great companies but wrong stock prices ( ABC )
Wall Street is back to ” Full Bull ” ( DR )
Inside the messy downfall of designer Manish Arora ( Forbes )
Here are the most clicked items on Alpha Ideas this week :
Value Investing in 2020 ( AI )
Platform Fees ( AI )
Real Estate : Changing Sentiment ( AI )
100 Year Audit Relationships ( AI )
Lessons from a middle class Crorepati ( Free Fincal )
Bengaluru Vs Rest of the World ( AI )
How two brothers created India’s biggest poultry company ( Mint )
The Tide Turneth ( AI )
The real story behind India’s two wheeler sales ( Vivek Kaul )
Pests infected earnings of UPL Ltd ( Multi Act )