Alpha Ideas

Some stuff I am reading today morning:

Modi meets Xi (BS)

India remains world’s largest growing economy (Rediff)

HUL to spin off ice cream biz (Fortune)

How Hyundai cracked the Indian market (Forbes)

Imagicaa gets a makeover (BI)

Acquisition values jump in cement sector (FE)

SEBI’s conflict of interest code (Money Life)

Technicals: Healthy correction is not tasty (Nooresh Merani)

Company: AIA Engineering (Proinvest Nirmiti)

Avoiding Value Traps with Capital Cycle Theory (AM)

Some stuff I am reading today morning:

Mid, smallcap rally may pause ( BS )

Reliance Infra to set up facility for ammunition ( FE )

Adani to buy Orient Cement ( Rediff )

All big IPOs failed on market debut ( Fortune )

RBI cracking down on Fintechs ( BW )

Problems at Hindenburg Research ( Bear Cave )

Importance of rebalancing ( Financial Bodyguard)

Optimistic Vs Pessimistic Investors ( WCI )

Thoughts on Nostalgia ( Morgan Housel)

Research : Measuring the Moat ( Morgan Stanley )