Here are the most clicked items on Alpha Ideas this week:
Concord: What Wealth Creation looks like (AI)
Titan: 20% Behind (AI)
Gautam Adani: Bet on India (AI)
Mega Trend: India Power Sector Transformation (AI)
Power Mech: Make it Large (AI)
Ganesh Eco: Waste is Wealth (AI)
Interview with Prashant Jain (Morningstar)
AWL: Staples 1,2,3 (AI)
Can Jio Financial disrupt the Mutual Fund business? (Money Life)
7 things I don’t own in my portfolio (Morningstar)
Some off beat reads for the weekend:
Who set Nuh on Fire? (Open)
The coup in Niger (RT)
How I escaped China’s mass arrests (Guardian)
China’s dating apps tap into parental anxiety (ROW)
Why Americans left Church (American Conservative)
The new Russian ideology (Engelsberg)
How do you solve a problem like Kabul? (Dawn)
Massive outflow of youth from Nepal (ORF)
Netanyahu & the Muslim world (Arab News)
Power struggles in Egypt (Cradle)
Political Crisis in Thailand (Crisis)
The 1983 anti-Tamil pogroms in Sri Lanka (Al Jazeera)
How a Montreal copywriter swindled victims of $200 Million (Walrus)
Kaali: The Street Dog (Jabberwock)
Travelogue: Kollam to Goa (Team BHP)
Some stuff I am reading today morning:
India to grow at average 6.7% from FY24-FY31 (BT)
SEBI puts NSDL’s IPO in abeyance (MC)
Reliance Retail valued at $112 Billion (Rediff)
Interview with Sankaran Naren (Morningstar)
IPO Watch: SBFC Finance (Arun Kejriwal)
Sector Watch: Cement (FE)
Company Watch: Indigo (Forbes)
Sundaram Clayton’s complex scheme (Money Life)
Good Story & a Good Chart (The Market)
Active Management today is a single decision (Capital Allocators)
