alphaideas

Investment blog for the Indian markets

[alphaideas @alphaideas]

Alpha Ideas 20 20 Meet- 2026 Edition

https://t.co/zSB4z8IjbE

[alphaideas @alphaideas]

Munger on Real Estate

https://t.co/yNBsYU0ZDm

[alphaideas @alphaideas]

Linkfest: 12 November, 2026

https://t.co/ykt722LXnN #linkfest

[alphaideas @alphaideas]

TCPL: Battery Separator Films

https://t.co/kJGp8n7sM7

[alphaideas @alphaideas]

Electronic Gold Receipts Explained

https://t.co/v0Bihz6RIF

[alphaideas @alphaideas]

Linkfest: 11 November, 2026

https://t.co/4bCMLylx05 #linkfest

[alphaideas @alphaideas]

India's Solar Landscape

https://t.co/2VFkttHJRY

[Rattan Dhillon @ShivrattanDhil1]

Back in 2013, Beijing’s AQI touched 775 a level comparable to what Delhi experiences today.

Fast forward to now, and Beijing claims it has increased life expectancy by nearly two years. (With AQI as of Now is just 18 ) largely by aggressively tackling the sources of pollution rather than just its symptoms.

Here’s what they did:

• Eliminated coal-fired boilers in homes, replacing them with electric heating.

• Cracked down on polluting industries, shutting down or relocating around 6,500 high-emission units, contributing to nearly 46% of the improvement.

• Implemented vehicle restrictions while improving urban planning, aiming to keep homes, schools, and workplaces within 25 km to reduce commuting emissions.

• Stopped crop residue burning in surrounding regions, which reportedly reduced pollution by another 22%.

• Held bureaucrats accountable, linking promotions to pollution-reduction targets and suspending over 18,000 officials for manipulating environmental data.

If Beijing could transform its air quality through decisive policy, enforcement, and accountability, the real question is: why can’t we? ☺️

[alphaideas @alphaideas]

Who owns Nifty50?

https://t.co/PhSEgN4fxK

[alphaideas @alphaideas]

Linkfest: 10 November, 2026

https://t.co/v9gnbMHnJu #linkfest

[NSE India @NSEIndia]

A new landmark is set to redefine Mumbai’s skyline!

NSE has unveiled the architectural design of its proposed new headquarters at Bandra Kurla Complex (BKC), Mumbai.

Designed by the renowned architect Shri Hafeez Contractor, the iconic structure aims at being a symbol of innovation, ambition and India’s growing stature in global financial markets.

A landmark in the making. A vision for the future.

#NSEIndia #NSE #Mumbai #BKC #Architecture #BuildingTheFuture #IndianCapitalMarkets #FinancialMarkets #IndiaGrowthStory @ashishchauhan

[alphaideas @alphaideas]

CFF: Anti Submarine

https://t.co/Nu3TyOVWBx

[alphaideas @alphaideas]

Raymond Realty: 102 Cr Down Payment

https://t.co/6nChJLBxvt

[alphaideas @alphaideas]

A Compelling Opportunity

https://t.co/CAe3JMvkUe

[alphaideas @alphaideas]

Linkfest: 09 November, 2026

https://t.co/qcVct3MWgv #linkfest

[alphaideas @alphaideas]

Top Clicks on Alpha Ideas this Week

https://t.co/zuQUQvOF1L #TopClicks

[GORM THE OLD @GORMTHEOLD25]

Chinese Goodfellas

[Peter Zeihan @PeterZeihan]

The Chinese never walk away from a sector that they've dominated. They keep it, and just subsidize it more.

So, for example, in the early 2000s, the Chinese moved into textiles in a very big way. But Chinese labor costs have gone up by more than a factor of ten since then, and the Chinese are wildly, wildly noncompetitive in that sector now. Normally, that industry would have been offloaded to a less advanced economy ten years ago. That might have been Vietnam. Today, it might be Laos, Cambodia, or someplace in Africa. But the Chinese don't do that. They keep it all under lockdown.

You get local governments basically allocating 20 to 30% of their budgets to sectors that are noncompetitive because, from their point of view, it's the only way to generate revenue and taxes and keep their people employed. If you saw an outflow based on labor costs and labor productivity, easily half of the industries in China would pick up and leave. But they're basically not allowed to. Money just keeps getting pumped in.

So you get this debt bubble that is conservatively now 400% of GDP, just in the corporate space. And that's before you start considering that local governments have been borrowing money to keep those subsidies going, and the central government is now starting to get into that activity as well.

#china #manufacturing #geopolitics

[alphaideas @alphaideas]

Weekend Mega Linkfest: 06 November, 2026

https://t.co/ZDrbagbkeX #megalinkfest

[alphaideas @alphaideas]

Windlas: Rewarding Winds

https://t.co/xXzd9SHrkT

[alphaideas @alphaideas]

HEG: Anode Abundance

https://t.co/IzbFYkSEZS