Some stuff I am reading today morning:
Nifty’s 200 point rally just before closing (Fortune)
Valuation reality check for Zepto (Forbes)
Mandatory V2V systems proposed for vehicles (BT)
India’s manufacturing PMI at 5 year low (DH)
3 Niche Manufacturing Plays (Native Invest)
Stock Talk: ITC (FE)
What went wrong at IBM (DR)
Investing in Momentum (CS)
The challenge of valuing cos (Tker)
The sound of inevitability (Moon Tower)
Some stuff I am reading today morning:
New stock market timings from today (BW)
Renewed US-Iran talks today (JPost)
FPIs become net buyers in July (Rediff)
Thread: Backtesting every SIP theory (Yashodhan)
New roadmap for Tata Trusts (MC)
Bigbasket’s Quick Commerce Gamble (FE)
Deep Dive: Groww (Zen Nivesh)
Wall Street’s Oldest Lesson (Yahoo)
The end of Mag 7 (FT)
Waiter or Owner (MI)
Here are the most clicked items on Alpha Ideas this week:
Microsoft creates stock market history (Yahoo)
Venus: Holding 2 (AI)
Indigo: Higher & Higher (AI)
India’s secret Stock Exchange (BW)
India’s Financial Plumbing Duopolies (KK)
Thread: Incredible stock market crash in Korea (KL)
Incomes of Middle-Class India are stagnating (HT)
Picking stocks in a bloodbath (CS)
How big is the PMS industry? (AI)
Ather: Accelerating Ahead (AI)
