Alpha Ideas

Some stuff I am reading today morning:

Mid and small-caps wilt under regulatory heat (FE)

Worst day in 2 years for Indian markets (BT)

Are electoral bonds making the markets jittery? (Fortune)

Gautam Adani on Hindenburg attack (BW)

SEBI to erect ‘building blocks’ for finfluencers (Rediff)

RBI tells 2 Banks to stop issuing co-branded credit cards (BS)

EV euphoria is dead (CNBC)

What’s behind the Bitcoin price surge? (Wired)

Financial Nihilism (Epsilon Theory)

Curation (Seth Godin)

Some stuff I am reading today morning:

US markets hit new record highs (Yahoo Finance)

SEBI & RBI act to control bull market excesses (Money Life)

India’s newest airline Fly91 takes off (Fortune)

SBI submits Electoral Bonds data to EC (NDTV Profit)

BAT to sell 3.5% ITC stake for Rs. 16,775 Cr (MC)

Adani Cements expects to more than double sales by FY27 (FE)

What PhonePe did differently from Paytm (Rediff)

Bitcoin is minting 1,500 millionaires a day (HT)

Thoughts on the Crypto rally (Of $ & Data)

India Insights (India Quotient)