Alpha Ideas

Some stuff I am reading today morning:

Infosys ADR plunges 8% on NYSE (BT)

Govt kicks off Direct Tax Code revision (FE)

China dumping APIs in India (Fortune)

Expensive India lures investors away from China (Bloomberg)

China is peeved with Elon Musk’s pivot to India (MC)

America’s debt, World’s problem (CNN)

Market Gossip & Tales (BW)

David Samra on Swiss stocks (The Market)

What is Bitcoin meant to hedge? (Coin Desk)

The Market Size Mistake (Tomasz Tunguz)

Some stuff I am reading today morning:

Govt notifies liberalised FDI norms for space sector (DH)

Adani family infuses 20,000 Cr into Ambuja Cements (BT)

Real risk of no rate cuts till 2025 (CNBC)

F&O battle between BSE & NSE (FE)

Mercedes-Benz clocking record sales in India (Fortune)

Fallout of SC order on Reliance Infra (Money Life)

Commodity: Gold (Katusa)

Higher for Longer risk for rates (Capital Spectator)

Red Lines (Josh Brown)

Unveiling Multi-Bagger secrets (BBS)