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Chart

SMID Valuations still above Average

Source : Business Standard

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Links

Linkfest : 17 February, 2025

Some stuff I am reading today morning:

Sizzling demand for gold loans ( FE )

Relentless FII selling hits market sentiments ( Rediff )

Startup : ePlane ( DH )

Smartest AI on Earth, Grok 3 launched ( HT )

SIP stoppage ratio jumps in Jan ( MC )

Prashant Jain warns of record losses ( Fortune )

Can bubbles repeat? ( Acadian )

Staying the course ( Rational Walk )

The Magnificent Seven ( Brooklyn Investor )

Ceteris Paribus in Investing ( Sam Ro )

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Let them run (AI)

What are we worried about? (S Naren)

IPru: Not walking Naren’s talk (AI)

Chart: What FIIs sold (AI)

Modern Trade: Disrupted by Q Commerce (AI)

MFs: Experience Optional (AI)

Industry Ranks by Gross Margins (AI)

Bulls have relocated to China (AI)

How US destabilized Bangaldesh (Gray Zone)

1000 sq km Mega City near Jhansi (Money Life)

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Links

Weekend Mega Linkfest: 14 February, 2025

Some off beat reads for the weekend:

How US destabilized Bangladesh (Gray Zone)

How Israel almost wiped out Hezbollah (JPost)

The man who exposed Switzerland’s dirty secrets (Guardian)

Jordan ready to challenge Trump (New Lines)

Why Trump’s tariffs are an economic masterplan (Unherd)

Thousands of US Govt workers are getting fired (Reuters)

What explains Christian evangelist Singh’s popularity? (Scroll)

AApocalypse (Open)

Telangana caste survey results poses dilemma for Congress (Print)

Lalu Prasad Yadav negotiated kidnapping ransom deals (OpIndia)

Arranged marriages in India turn to AI (Walrus)

India’s Special Frontier Force (ORF)

A Japanese sword’s reunion (Outside)

Drive: 10,000 km Pune to North East (Team BHP)

Travelogue: 10 Monasteries (Smithsonian)

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Excerpts

Bulls have relocated to China

Hat Tip: SC

Source : Gavekal