Alpha Ideas

Some stuff I am reading today morning:

Govt hikes import duty on gold, silver (MC)

New set of austerity measures for Govt soon (FE)

FED may hike rates (Yahoo)

Get ready for tough times (Uday Kotak)

No inflation hedges for middle class (Frontier Indica)

When PM tells you not to buy gold (Vinod Srinivasan)

Harshad Mehta’s Damayanti case (ML)

Why I avoid Tech (Praetorian Capital)

Buy the Dog Shit stocks (Lee Roach)

India is Chile’s fourth trading partner (DF)

Some stuff I am reading today morning:

INR crashes to all-time lows (DH)

India fast tracks Samudra Mantha (FE)

US-Iran ceasefire on life support (Bloomberg)

Checkmate in Iran (The Atlantic)

US bull market marches on (CS)

The Shanghai Silver Secret (DR)

Oil’s Phantom Barrels (Katusa)

Forensic Workshop (Nitin Mangal)

Presentation: Sasken Technologies Ltd (Hitesh Kumar)

Investors are misled by the word ‘moat’ (Lee Roach)