Alpha Ideas

Some stuff I am reading today morning:

Record subscriptions for Bajaj Housing Finance IPO (MC)

All elders above 70 to be covered by Ayushman Bharat (BS)

Govt rolls out PM Electric Drive scheme (Fortune)

GCC boom continues in India (DH)

Quick Commerce cos expand Tier II ops (Rediff)

The less efficient market hypothesis (AQR)

Dealing with ageing cos (Aswath Damodaran)

The stunning economics of OnlyFans (Matthew Ball)

Prognosis of an AI driven US Equity Market (JP Morgan)

Tradeoffs of living a balanced life (Random Rogers)

Some stuff I am reading today morning:

Oil prices crash ( CNBC )

100 Days of Modi 3.0 ( BS )

Nano Urea has few takers ( FE )

Tata Power starts solar cell production ( Fortune)

M&M rubbishes Congress allegations ( BSE )

New allegations against Quant MF & SEBI ( Zee )

Size not frequency of winners ( AM )

Investors must survive ( BI )

Dog chasing tail narrative of investment commentary ( DM )

Is overconfidence leading equity investors to ruin? ( BoW)