Some stuff I am reading today morning:
TCS numbers beat on all counts in Q2 FY23 (MC)
Consolidation picks pace in Cement Sector (BS)
NLP: Settting a new direction (BI)
The API man of Laurus Labs (Fortune)
Startup: Spocto (Forbes)
Thread: The US $ is wreaking havoc globally (Concoda)
Are management meetings useful? (2Point 2 Capital)
There will be drawdowns (Charlie Bilello)
Where has all the liquidity gone? (Raghuram Rajan)
Expectations (Morgan Housel)
Some stuff I am reading today morning:
Direct tax collection jumps 24% in first half of FY23 (Rediff)
India-UK FTA agreement faces possible deadlock (BT)
Indian exporters worry about EU recession (BS)
The Steel Dilemma (Fortune)
Why the Venture Debt market is bubbling (Forbes)
Company: SRL Diagnostics (BI)
Is the P/B ratio still relevant? (Value Investing)
How do interest rates impact REIT returns (Evidence Investor)
The Swiss National Bank made a huge mistake (The Market)
Presentation: The Cycle has changed (Platinum)
Here are the most clicked items on Alpha Ideas this week:
Chemicals: Advantage India (AI)
Mega Trend: Pet Care (AI)
APL Apollo: Piping Hot (AI)
Welspun Corp: Scrappy Move (AI)
Thread: On low margin high return businesses (Ganesh Nagarsekar)
This is another great moment to buy stocks (Bill Ackman)
Bet on BET (AI)
Bollywood isn’t dead yet (Print)
Tax Effect (AI)
Why is Mukesh Ambani batting for stronger BSNL? (BW)
