Alpha Ideas

Some stuff I am reading today morning:

Algos dominate Indian Equities, F&O (MC)

Adani rubbishes WSJ allegations (BSE)

RBI’s $73 Billion short book (DH)

Unprecedented losses in Japanese bond markets (Kobeissi)

Jamie Dimon sees risks in US bond markets (The Street)

Maruti flags steep decline in budget car sales (BT)

Commodity: Lithium (Katusa)

Narratives Based Investing (Climateer)

How much should Elon Musk get paid? (HT)

The consumer AI revolution (Collab Fund)

Some stuff I am reading today morning:

Ukraine launches major drone attack against Russia (Guardian)

Message from Ukraine (Zelenskyy)

RBI to deliver 25 bps rate cut on Friday (BS)

The comeback of Anil Ambani (BW)

SEBI’s 10 Lakh Minimum Investment Rule (Fortune)

Takeaways from Earnings Call Q4 FY25 (Zerodha)

Inside Chris Hohn’s TCI (Thematic Edge)

Salaried employees can choose between ITR-1 & ITR-2 (MC)

7 attributes of the Millionaire next door (CS)

Generational Wealth Vs Enough (WCI)