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)
Some stuff I am reading today morning:
Global markets sell off (CNBC)
7 out of 10 intra day traders make losses (SEBI)
How Gold duty cuts will hit bullion players (BW)
Realty players grapple with indexation move (FE)
Reliance gets US nod to import oil from Venezuela (HT)
India’s auto market will grow 5x by 2047 (Japan Times)
Company: Mjunction (BI)
Interview with Tech Analyst Benedict Evans (The Market)
3 Investment Fallacies (Morningstar)
The Death of the $ (Discipline Funds)
Some stuff I am reading today morning:
FPIs invest 30,772 Cr in Equities in July so far (DH)
Adani to become a political issue in Maharashtra elections (BW)
Family Disputes at Vadilal (Money Life)
Law Firm: Veritas Legal (BI)
On Systematic Withdrawal Plans (Basu Nivesh)
The Folly of Certainty (Howard Marks)
2Q 2024 Letter to Investors (Miller Partners)
Hold Tennis Balls & Sell Eggs (The Market)
Google is mind bogglingly bad (Om)
The Chinese Opium Trade (Harvard)