Some stuff I am reading today morning:
On Budget 2024-25 (Forbes)
LIC’s proposed stake buyout in HDFC Bank (MC)
Stock Talk: Concor (Yatin Mota)
On India’s nuclear power plans (Power)
SIP is powering India’s Mutual Fund Industry (BS)
Byju’s rights issue at 99% lower valuations (FE)
1992- India’s original Fintech Moment (BW)
Interview with Bryan Whalen (The Market)
The bête noire of private equity (II)
One step closer to War (DR)
Some stuff I am reading today morning:
FPIs sell heavily in Jan ( BT )
Time to book profits in mid & smallcaps ( Rusmik Oza )
Fractional Ownership in Real Estate ( Bala )
India’s palm oil industry (Carbon Copy)
Company: Puravankara ( BI )
Parking Wars in India (NDTV Profit)
My Twelve Sell Rules (The Market)
Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)
Collapse of the US rooftop solar industry (Time)
Fraud in Asian Stocks ( ACS )
Here are the most clicked items on Alpha Ideas this week:
India’s Amrit Kaal begins (AI)
Snapshot: India Power (AI)
India Macro Outlook (AI)
Stock Talk: HDFC Bank (Aditya Grover)
Banks: NIM Dim (AI)
Inside story of how Zee-Sony deal collapsed (NDTV Profit)
Why did Mutual Funds invest in Zee? (Money Life)
PM Scheme to install rooftop solar on 1 Cr houses (MC)
India’s Solar Expansion (AI)
Thread: A Shiva miracle (Sreevidya Balasubrahmaniam)
