Some stuff I am reading today morning:
Commodity prices hit fresh 2024 lows ( Sherwood)
India is the only country where fuel prices declined ( Rediff )
Rationalising the GST ( BT )
MapmyIndia alleges Ola stole it’s data (DH )
Crypto absurdity at WazirX ( FE )
Stock Talk : Power Grid ( Forbes )
Silicon Valley’s Trillion $ leap of faith ( MSN )
Where are China’s ultra rich investing? (CNBC )
Using Bayesian solutions for Factors ( AA )
Is stock market investing your personality type? (AM )
Some stuff I am reading today morning:
UltraTech buys majority stake in India Cements (BT)
REITs & InvITs set to woo more investors (FE)
Centre wants petroleum products under GST (DH)
Govt clarifies on Tax Clearance Certificate (Rediff)
Chinese FDI: A strategic gamble (BW)
On Karnataka Gig Law (BI)
What is the best performing stock of all time? (Meb Faber)
Most big winners were Ugly Ducklings (Microcap Club)
Impact of crowding on Active Fund Management (AA)
Fill the bathtub (Collab Fund)
Here are the most clicked items on Alpha Ideas this week:
Not just National Interest (AI)
The China Problem (AI)
How duty cuts will hit Bullion players (BW)
Roads, Rail Aur Raksha (AI)
Diamonds: Rich Man’s Poor Investment (AI)
Mega Trend: India Energy Storage (AI)
Family Disputes in Vadilal (Money Life)
Google is mind bogglingly bad (Om)
Let Compounding do its work (BI)
Hold Tennis Balls and sell Eggs (The Market)
Some off beat reads for the weekend:
The Praxis of Evil (Open)
Who is supplying Russia’s arms industry? (Mint)
The Great Replacement in Europe (Rair Foundation)
Netanyahu’s Inferno (Baffler)
Prospect of war looms for Lebanon (Arab News)
The looming showdown in Pakistan (Friday Times)
The endgame of US-China rivalry (Engelsberg)
India’s Maritime Imperative (Newsweek)
Propelling Kamala Harris (Al Majalla)
My family and other Nazis (Guardian)
The Washington D.C. Jihad (FrontPage)
Somaliland & Israel (TOI)
Costco in Cancun (Paris Review)
Book Review: The real North Korea (Psmiths)
Trek: Pin Bhaba (Team BHP)
Some stuff I am reading today morning:
49% of India’s taxpayers yet to file ITR (Fortune)
On India’s tax hikes (CNBC)
Promoters, PEs to pay retro tax on OFS gains (FE)
Developments in NSE Co-location Scam (BW)
End of sovereign gold bonds? (MC)
Stock Talk: DMart (Rediff)
The second coming of Daewoo (BI)
China’s solar industry calls for consolidation (Oil Price)
Let compounding do its work (BI)
The two bicycle errors (Seth Godin)