Alpha Ideas

Some stuff I am reading today morning:

India will be a $30 Trillion economy by 2050 (Gautam Adani)

The rise & rise of PSUs (MC)

Flipkart to enter Quick Commerce (BT)

India is now world’s 3rd largest airline market (Fortune)

Investors should focus on larger cement players (Rediff)

Is “Khelo India Khelo” priced in? (Kiran D)

Jimmy Zhong, the man who stole $3 Billion (CNBC)

AI: The Goldilocks Zone (Not Boring)

Deep Dive into LVMH (Quartr)

Quiet Compounding (Morgan Housel)

Some stuff I am reading today morning:

Cabinet approves 76,000 Cr Vadhavan Port (MC)

Vodafone sells 18% stake in Indus Towers (DH)

Foreign investors buy $10 Billion of Indian bonds (HT)

Israel warns Lebanon of ‘all out war’ (CNBC)

Hinduja family faces criminal charges in Swiss courts (BW)

How Mercedes became India’s largest luxury car maker (Forbes)

Stock Talk: Bata India (Rediff)

Stock Analysis: Abbott India Ltd (Dr Vijay Malik)

Why stocks are the greatest asset class (Nick Maggiulli)

Betting with a weak hand (BI)