Categories
Links

Linkfest: 15 November, 2022

Some stuff I am reading today morning:

Retail inflation eases to 6.77% (BS)

Wholesale price based inflation eases to 19 month low (Rediff)

US stock market rally fizzles after hawkish Fed comments (ZH)

L&T Infotech and Mindtree get merger approval (MC)

5 Stock Investing Insights (Bharat Shah)

On the hassles legal heirs face in India (Money Life)

How investors got burnt in China (Forbes)

The Golden Rule of Personal Finance (Golden Rule)

SaaS Rule of 40 Model (Nongaap Investing)

Stealth Wealth (Financial Imagineer)

Categories
MegaTrends

Mega Trend: India S&A Market

S&A – Sports & Athleisure

Source: Investor Presentation of Campus Activewear Ltd

Categories
InvestorPresentations Shipping

GE Ship: First Time Ever

Source: Investor Presentation of Great Eastern Shipping Co Ltd

Categories
Links

Linkfest: 14 November, 2022

Some stuff I am reading today morning:

FPIs invest 19,000 Cr in Equities in Nov (MC)

IPO Watch: Rustomjee (FE)

Indian firms in JV talks with Chinese players (Rediff)

Invest India- The team implementing PM Modi’s dream (BT)

The $14 Billion feud that splintered the Hinduja family (BS)

Why debt is an outstanding asset class (S Naren)

Thread: We are heading to the Roaring Twenties (Cathie Wood)

FTX: The $32 Billion implosion (Trung Phan)

What separates the great investors from the rest (Graham Duncan)

Germany’s economy is on the brink (Macro Journal)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas 20-20 Meet: 2022 Edition (AI)

5 Star Finance: 7 Star Risk Management (AI)

The secret to making a fortune in the stock market (AI)

India will see inflows of $25-$50 Billion in short term (CNBC)

3M India: First time in history (AI)

Pokarna: On Mute (AI)

Thread: Hyperbole in 3i Infotech concalls (Leading Nowhere)

13,000 Cr churn due to MSCI India rebalancing (BS)

Letter to Investors (Elliott)

Family Offices may shift to GIFT IFSC (FE)