Alpha Ideas

Some stuff I am reading today morning:

Modi & the unstoppable rise of India (Newsweek)

India can grow fast with or without Modi (Reuters)

Elon Musk to visit India (BS)

Hot US inflation data spooks markets (CNBC)

Railways may not meet 2030 freight target (Rediff)

Supreme Court’s decision against Reliance Infra (NDTV Profit)

Startup: Mokobara (Forbes)

Commodity: Silver (Katusa)

The Opportunity in Japan (Hosking Partners)

China’s real estate tycoons lost $100 Billion (Climateer)

Some stuff I am reading today morning:

Gold prices hit Rs.71,000 per 10 grams (CNBC TV18)

Skymet predicts normal monsoon (FE)

AGI Greenpac mislead stock exchanges (BW)

Q4FY24 Letter to Investors (Solidarity)

Q4FY24 Letter to Investors (2Point2 Capital)

Company: Super Plastronics (FE)

The case for investing in Silver (Bloomberg)

But we are long term investors (Microcap Club)

The danger of one decision stocks (AM)

On Status Games (Rad Reads)