Alpha Ideas

Some stuff I am reading today morning:

Tata Trusts proposes Tata Sons rejig (BS)

The battle for the Tata inheritance (Founding Fuel)

Reset in India’s Q-Commerce sector (BT)

Evolution of Market Cap Thresholds (Capitalmind)

Sensex Valuations back to May 2020 levels (Patterns)

GQG’s Rajiv Jain starts buying tech stocks (MC)

Stock Talk: Solar Industries (FE)

Sellside Research: Centum Electronics (ICICI)

Is Strait of Hormuz open or closed? (DR)

World wakes up to the commodity cycle (Wasif)

Some stuff I am reading today morning:

20 IPOs, 20 Listings this week (MC)

Iran-US talks in deadlock (CNBC)

India’s 70,000 Cr bet on shipbuilding (BT)

3 Realty Stocks (FE)

Deep Dive: RBZ Jewellers Ltd (Nine One Capital)

Stock Story: Rossell Techsys Ltd (Intelsense)

Notes on Indian markets (Prabhakar Kudva)

Investor Farm: All investors are equal (Zen Nivesh)

Why Japan’s financial markets matter (CNN)

China squeezes its wealthy (Bloomberg)