Alpha Ideas

Some stuff I am reading today morning:

Oil prices continue to rise (CNBC)

Copper prices surge to life time highs (MC)

The rise of Commodity Satta (BW)

Silver will rise again (DR)

GoI clears 1.1Lakh Crore of Acquisitions (NDTV)

Niti Aayog wants to scale EV truck adoption (BT)

5 Monopoly Stocks (FE)

Sellside Research: Pricol Ltd (Axis)

Emerging Market Cycles (ACS)

3 Ways Iran War changed global economy (CNN)

Some stuff I am reading today morning:

India’s forex reserves hit all-time highs (DH)

RBI’s Liquidity Dilemma (BW)

Sugar prices soar (CNBC)

Adani Airports seeks $20B+ valuation (MC)

Nvidia hike puts India data centers under pressure (FE)

Global boom in electric 2W (OP)

Foreign central banks don’t trust America (PK)

Games high debt countries play (Robin Brooks)

Venture Capital’s weakest link (Aswath Damodaran)

The Smartest Money (Verdad)