Source: Investor Presentation of Tejas Networks Ltd ..read more

Source: Investor Presentation of Reliance Industries Ltd ..read more

Some stuff I am reading today morning: Adverse election outcome could crash indices by 30%-35% (Fortune) Reliance’s pre tax profits crosses 1 Lakh Crore (MC) HM Amit Shah’s stock portfolio (NDTV Profit) Stock Talk: IREDA (BT) Startup: Rubrik (Forbes) The art of investing in banks (Pari Passu) Commodities are outperforming in 2024 (Capital Spectator) The Central Bank Gold stampede (Katusa) Investors are pulling out of risk parity funds (Climateer) Are side hustles worth it? (RetireBy40 ..read more

Source: DSP Netra SMID: Small & Midcaps ..read more

Source: Investor Presentation of HDFC Asset Management Company Ltd ..read more

Some stuff I am reading today morning: Can India become an economic superpower? (CNN) US Hedge Funds fight over India trading strategy (BT) Bail for Rana Kapoor (DH) Elon Musk postpones India visit (NDTV Profit) My EPF Transfer journey (Jago Investor) On Holding Co shares (Bala) The Commodities Bull Market is here (Katusa) The Psychology of inflation (Common Sense) There’s no easy answer to Chinese EVs (MSN) Memo: The Indispensability of Risk (Howard Marks ..read more

Here are the most clicked items on Alpha Ideas this week: Vesuvius: Doubling Down (AI) B2B Constructions: Doubling Down (AI) Mega Trend: Crorepati Taxpayers (AI) The Case for Private Capex (AI) Ramkrishna Forgings: Bogie Wogie (AI) Company : Novartis (Forbes) Unveiling Multi-Bagger Secrets (BBS) Why everyone in Finance is getting ripped (DH) On the SC judgement in Delhi Metro case (Money Life) China’s API extortion (Fortune ..read more

Some off beat reads for the weekend: The long war between Israel & Hizbollah (Engelsberg) What does Iran really want? (CNN) Hamas has a secret weapon- Western Stupidity (TOI) Congress: The Great Disconnect (Open) Politics of West Bengal should change (Print) Pakistan’s Crisis of Confidence (Friday Times) Greece’s tumbling birthrate (Reuters) The unstoppable rise of Shein (Guardian) Millets could be the future of food (Bill Gates) Decoding Jihadi infiltration tactics (Organiser) The Goa Inquisition (Hindu Jagruti) Thread: Jews, Hindus and ethnicity (True Indology) Frank Lucas, Harlem Drug L ..read more

Source: CRISIL ..read more

Some stuff I am reading today morning: Infosys ADR plunges 8% on NYSE (BT) Govt kicks off Direct Tax Code revision (FE) China dumping APIs in India (Fortune) Expensive India lures investors away from China (Bloomberg) China is peeved with Elon Musk’s pivot to India (MC) America’s debt, World’s problem (CNN) Market Gossip & Tales (BW) David Samra on Swiss stocks (The Market) What is Bitcoin meant to hedge? (Coin Desk) The Market Size Mistake (Tomasz Tunguz ..read more