Alpha Ideas

Some stuff I am reading today morning:

New US attacks on Iran (CNN)

PM Modi’s fresh appeal for gold austerity (MC)

Govt hikes windfall tax on petrol,diesel exports (DH)

Warnings from bond markets (Forbes)

NCLT stays Subhash Chandra order (ML)

Stock Talk: Manappuram Finance (FE)

Company: Antelopus Selan Energy (Proinvest)

2026 Tax Rules for HUF (CA Club)

Only 4 Ways to make money (Superior)

All bubbles end in deflation (DR)

Some stuff I am reading today morning:

India’s GDP grows 7.8% (Forbes)

CAS is now CASino (BW)

Jagdishan’s tenure at HDFC Bank (ML)

ESDS IPO: Red Flags (Dhruva Pandey)

Happiest Minds to merge with ITC Infotech (MC)

ONGC to invest 1 Lakh Cr (DH)

Stock Talk: GE Shipping (FE)

A real asset super cycle has begun (The Market)

A glacial flood of debt (DR)

Macro is just chemistry (Moon Tower)

Some stuff I am reading today morning:

Subhash Chandra Vs Mukesh Ambani (PR)

US and Iran attack each other (CNN)

New CEO at HDFC Bank (NDTV)

MSCI rebalancing today could affect CAS (MC)

How Subhash Chandra got NCLT nod (Rediff)

Fed Chief remarks at Jackson Hole (Sinju Post)

Salaried IT borrowers are a risk (91 Capital)

Stock Talk: Lance Container (Dolly)

Americans don’t support Trump’s trade wars (Yahoo)

China’s new Hypersonic missiles (Telegraph)