Alpha Ideas

Some stuff I am reading today morning:

India’s forex kitty crosses $700 Billion (DH)

Oil Prices tumble 4% (Oil Price)

ED alleges Vivo siphoned 70,000 Cr from India (FE)

Its raining money for top 10 AMCs (Cafe Mutual)

The unstoppable surge in IPOs (Forbes)

Company: Emami (Rediff)

Company: Deepak Nitrite (Fortune)

Economy: Glass Permanently Half Full (Money Life)

Interview with Joerg Wuttke (The Market)

Resist the urge to rebalance (Guy Spier)

Some stuff I am reading today morning:

What’s ahead for the Fed ( The Street )

India China Flow shift ( Nooresh )

FMCG firms do brisk business on Quick Commerce ( Rediff )

The debate over eCommerce discounts ( BW )

Company : Apar Industries ( Fortune )

Stock Talk : Kalyan Jewellers ( FE )

Startup : Celcius ( Forbes )

Quarterly Letter to Investors ( Ikigai )

Inflation Perception & Reality ( Money Life )

Don’t sell good companies ( Terry Smith )