Here are the most clicked items on Alpha Ideas this week:
US IT Spends: Caution Ahead (AI)
Aao Burn Kare (AI)
Sensex Vs Gold (AI)
Mega Trend: India Lithium Battery (AI)
Thread: On Hotel Stocks (Aniket Krishna)
Thread: Red flags at Aditya Vision (Proinvest Nirmiti)
Q4 FY23 Letter to Investors (2Point 2 Capital)
The world is dropping the US $ (Daily Reckoning)
Indian consumers cut back on non-essential spending (Fortune)
What makes you happy (Morgan Housel)
Some off beat reads for the long weekend:
China’s gameplan for Arunachal Pradesh (Brahma Chellaney)
Bhutan’s imperatives & India’s dilemmas (ORF)
Macron: Bantamweight Bonaparte (American Conservative)
Iran & Saudi Arabia (The Cradle)
Iraqi Kurdistan 20 years after (Crisis)
What Nevada stole from its native people (Zocalo)
Thread: On Private Armies (Thomas Fazi)
The curse of the Good Friday agreement (Spiked)
Birth rates are collapsing (Palladium)
How to be an ex-Pakistani (Dawn)
Israel-Split and United (TOI)
Where people drink beer for breakfast (BBC Travel)
Auto: Why Jaguar is struggling in India (Team BHP)
Thread: Indian Scientist G N Ramachandran (Sada Shree)
Rare footage of Veer Savarkar in Cellular Jail (Sameet Thakkar)
Source : Financial Express
Some stuff I am reading today morning:
Retail inflation cools to 15 month low (Fortune)
Fed expects banking crisis to cause recession (CNBC)
TCS Q4 net rises 15% to Rs.11, 392 Cr (Rediff)
Inside LTI Mindtree’s $10 Billion plan (Forbes)
Thread: Red Flags at Aditya Vision (Proinvest Nirmiti)
Adani’s $3 Billion Dharavi Revamp (MC)
No Sellers,No Buyers (Irrelevant Investor)
The investing concept of ‘circling your wagons’ (Mohnish Pabrai)
Goodbye, King Dollar (Daily Reckoning)
Obituary: Keshub Mahindra (M&M)
