Alpha Ideas

Some stuff I am reading today morning:

Trump threatens India with more tariffs (X)

India’s response to Western threats (MEA)

Amit Shah becomes India’s longest serving HM (MC)

India Inc Promoter’s holding slumps to 8 year low (Rediff)

With Nil Assets, Anil Ambani lives a full life (ML)

A tale of 3 Exchanges (FE)

India’s CDMO rise (Niveshaay)

India’s IT sector is shedding jobs (CNBC)

India’s $12 Billion R&D Fund (Forbes)

What Sumo wrestling taught me about Trading (Trendlabs)

Some stuff I am reading today morning:

ED arrests ex Chief Dealer of Axis MF (BT)

Indian exporters to take a hit on margins (DH)

China pushes back US on oil (Yahoo)

The difficult task of redeveloping Dharavi (BI)

Indian Drones take flight (BW)

Stock Talk: Swiggy (Inc42)

Commodity: Silver (Katusa)

No country for short sellers (Bak Stack)

30% CAGR over 27 years in Oil & Gas Industry (MC)

The Information Problem (DR)