Here are the most clicked items on Alpha Ideas this week:
Inox India: Good Multiple (AI)
Gokex: 6 Rules of Acquisition (AI)
Syrma: Trade Secret (AI)
NBFC lenders to Paytm in trouble (BS)
Hong Kong is over (FT)
ITD: See the Silence (AI)
Arman: Changing Culture (AI)
Chemicals: Chinese Dumpsum (AI)
Snapshot: Indian Aluminium (AI)
VBL: Debt Peak (AI)
Some off beat reads for the weekend:
Pakistan Elections: The Foundational Error (Open)
Imran Khan’s truimph (Cradle)
A Hezbollah-Israel war has never been closer (Al Majalla)
The fall & rise of Marwan Barghouti (Engelsberg)
Netanyahu: The Scorpion (TOI)
A Kamala Harris Presidency (RT)
Pakistan, Afghanistan and the Durrand Line (Tribune)
Will the Taliban’s opium ban last? (Zocalo)
Muslim identity politics in UK (Spiked)
The story of Las Vegas (Smithsonian)
Thread: Reason of Indian belly fat (Shree History)
Review: Medieval Chinese warfare (PSmith)
The 600 year old Greek bakery (BBC Travel)
Drive: Spiti (Team BHP)
Travel: Northern Lights in Finland (Mint)
Some stuff I am reading today morning:
Tata Group’s 25,000 Cr Chip plant to get Govt nod (FE)
Fat Foreign Capital to come to India (BT)
Tatas mull spinoff of battery business (HT)
Mahindra group aims for 10x growth in 5 years (NDTV Profit)
Stock Talk: Nykaa (Rediff)
Disney’s push into gaming (Super Joost)
Why not 100% Equities ? (Cliff Asness)
The devil within lifecycle strategies (CityWire)
The power of negative thinking (Climateer)
The cost that’s never counted (DR)
