Alpha Ideas

Some stuff I am reading today morning:

RBI raises repo rate to 6.25% (BW)

Statement of RBI Governor Das (RBI)

Global markets continue to fall (MC)

ED attaches 200 Cr of assets of Sobha (Money Life)

More car makers to hike prices in January (Rediff)

Company: Adani Wilmar (Fortune)

“Stop Losses are Stupid” (All Star Charts)

A Memo to Investors (Albert Bridge Capital)

Ideas that changed my Life (Morgan Housel)

Oil, Gold & LCLo(SP)R (Zoltan Pozsar)

Some stuff I am reading today morning:

Foreign funds can own over 51% of IDBI Bank (MC)

Foreign funds pile into Indian Financials (BS)

Fitch raises India’s GDP forecast to 7% (FE)

US manufacturing orders from China down 40% (CNBC)

India’s deep discounts on Russian crude will stay (Rediff)

How Ravi Modi built the Manyavar brand (Forbes)

Has SEBI lost the battle against illegal advisors (Money Life)

Advice for the debt investor (R Sivakumar)

Let Crypto burn (FT)

Russia is Winning the War (Daily Reckoning)