Alpha Ideas

Some stuff I am reading today morning:

Alpha Ideas 20 20 Presentation: Neogen Chemicals (Manish Gupta)

Alpha Ideas 20 20 Presentation: Muthoot Finance (Priyan Kondoth)

Unprecedented financial sector crisis in 70 years (Niti Aayog)

New SEBI norms are a tax bonanza for FPIs (BL)

Why NTPC is getting the cold shoulder (Mint)

Indians pawning family gold amid credit crunch (Reuters)

The 5 dimensions of variant perception (CFA Society)

Here comes the #TrumpRecession (Barry)

Why US CEOs should fear a recession (ET)

How to lose a lawsuit- accuse a fund for over charging (Morningstar)

Some stuff I am reading today morning:

CG Power: A financial thriller on Dalal Street (MC)

Mukesh Ambani has a gas problem (BS)

Small Cap investing may not be worth it (Dhirendra Kumar)

The revolt against food delivery apps (Mint)

Alarm bells ringing for India telecom industry (Kush Katakia)

It will take 2 years to come out of economic slump (Bimal Jalan)

Who will be the next Unicorn from India? (OB)

How to identify a consensus (Ritesh Jain)

Why value investing works (Nick Kirrage)

Why Complexity Sells (Morgan Housel)