Alpha Ideas

Some stuff I am reading today morning:

15% US Tariffs to start this week (CNBC)

Russia offers oil, gas to India (MC)

INR hits all-time lows (Rediff)

Gas shortage hits Morbi (HT)

Theme: Power Stocks (FE)

Company: Cantabil Retail (BI)

GoI Vs Ambanis (BW)

US-China Summit in question (Asia Nikkei)

Interview with Dan Niles (The Market)

Why the best investors look lazy (Puneet Khurana)

Some stuff I am reading today morning:

Global markets tumble (DH)

How markets reacted to previous global shocks (Yahoo)

View on the markets (Prabhakar Kudva)

Natural Gas prices soar (CNBC)

India’s Industrial Gas Supply slashed (OP)

Trump threatens to cut off trade with Spain (MC)

Iran’s $20,000 drones Vs US $4M Patriots (Bloomberg)

Inside the plan to kill Ayatollah Khamenei (FT)

Leadership ambiguity at Tata Sons (FE)

The role of dividends in long term stock returns (Prof Bakshi)