Alpha Ideas

Wishing readers a very Happy Dussehra

Some stuff I am reading today morning:

Asian markets crash (NDTV)

Jio Platforms raises 8,110 Cr from Anchor investors (MC)

India is buying crude at 120 $/barrel (FE)

Adani Vs Airlines (BS)

Hype around 155 mm shells (Rahul Rao)

China dominates Robotics industry (OP)

AT1 Bonds: The Bigger Lessons (ML)

AI agents won’t help beat the market (AP)

Paid to be stupid (Havenstein)

Death of Venture Capital’s Short Kings (KH)

Some stuff I am reading today morning:

Brent crude hovers around $109 (CNBC)

Hormuz crisis is intensifying (OP)

OMCs selling 5% blended diesel (HT)

LLoyds opens copper mine in Papua New Guines (NY Times)

Stock Talk: NALCO (FE)

Deep Dive: Thomas Cook India (Nine One Capital)

Bhakti at the Box Office (Forbes)

EU refused US call to impose tariffs on India (MC)

Chaos in France (CNN)

Cracks appearing in AI infrastructure boom (FT)