Alpha Ideas

Some stuff I am reading today morning:

Modi gives tax boon to India’s economy (CNBC)

India Inc braces for GST 2.0 (FE)

Its pouring car discounts (Rediff)

Govt may ease Defence Tender norms (MC)

India to impose tariff on top 3 steel producers (HT)

US Markets are flashing warning signs (The Market)

China’s $11 Trillion stock market is a headache for investors (MSN)

Fishing & Investing (CS)

Scattershot Diversification (Richard Ennis)

Your portfolio is the one you can live with (RP)

Some stuff I am reading today morning:

PM Modi Independence Day Speech (MSN)

Next Gen GST aims to boost economy (Rediff)

US Delegation’s India visit called off (CNBC)

Can India survive the Trade War? (The Diplomat)

Company: Data Patterns (FE)

Sector: PET Recycling (BI)

Stock Talk: CL Educate (Bhavik Mehta)

Fees predict Performance (Basis Pointing)

Don’t chase financial freedom with misery (Jago Investor)

The Calculus of Value (Howard Marks)