15 November, 2023 – Alpha Concepts


Some stuff I’m studying these days morning:

MSCI recast these days (MC)

Centre to start out public sale of 20 important minerals (FE)

Thread: US Inflation is receding (Justin Wolfers)

UBS expects Fed to chop charges by way of 275 bps in 2024 (CNBC)

Inventory Communicate: Adani Wilmar (BT)

Thread: Electrosteel Castings (Raghav Wadhwa)

Interview with deep worth investor Wealthy Pzena (Ioandc)

Highlight: Indian Whiskey (Forbes)

Diversification isn’t a ‘loose lunch’ (BI)

Tech goes to get a lot larger (No longer Uninteresting)



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