Alpha Ideas

Some stuff that I am reading today morning:

Apple starts making iPhone 14 in India (Fortune)

A terminal repo rate of 6.5% (FE)

Thread: The crisis in UK (Larry Summers)

Stock Talk: Largecaps (BI)

Startup: Licious (MC)

Sector: Online Travel Portals (Forbes)

Thread: The De-Industrialization of Europe (Philip Pilkington)

Copper Conudrum (Climateer)

This is not 2008 (Irrelevant Investor)

How far could stocks fall? (Daily Reckoning)

Some stuff I am reading today morning:

Investors reel after 4 days of market crash (BS)

S&P maintains India’s GDP growth rate at 7.3% (Fortune)

Tamil Nadu bans online gambling (MC)

Gameskraft faces 21,000 Cr tax evasion notice (Rediff)

Interview with Mr. Bangur, Shree Cements (Nigel D’Souza)

Stock Talk: VRL Logistics (BI)

Sterling plunges to all time lows (Reuters)

Quiet quitting & Quiet firing at India Inc (Forbes)

Nvidia in the valley (Stratechery)

Why India is buying lesser Russian crude (Oil Price)