Alpha Ideas

Some stuff I am reading today morning:

May SIP inflows hit record ( FE )

Mid & smallcap indices near ATH ( Nooresh Merani)

Banks cut retail deposit rates ( BS )

India’s swelling coal stockpiles ( DH )

Reliance Infra wins 1,169 Cr arbitration award ( ML )

Company : IMFA ( BI )

Will Trump lose India? ( WSJ )

What is market timing? ( BI )

EV pricing war in China ( CNBC )

Europe’s Zombie Armies ( Adam Tooze )

Some stuff I am reading today morning:

RBI flags crisis in Microfinance (ML)

Why unlisted NSE shares are seeing a surge (Rediff)

SEBI probes Jane Street’s trades (DH)

Sector: Gold Loan NBFCs (Fortune)

Thread: This is an Equity Bull Market (Trinh)

How Birla Opus redrew the Paint industry (BW)

Inside Trent’s winning strategy (FE)

Sophisticated investors & market efficiency (Mr Zepczynski)

Criminals are after Crypto Investors (Slate)

So what if you miss the Market’s N best days? (AQR)