Alpha Ideas

Wishing readers on the auspicious occasion of Nag Panchami

Some stuff I am reading today morning:

RBI Governor’s Statement on Monetary Policy (RBI)

Adani to raise 10,000 Cr for Adani Enterprises (DH)

Realtors cheer Centre’s LTCG tax decision (Rediff)

Company: Indian Hotels (Forbes)

Diversification is your free lunch (CNBC)

Why did the Nikkei crash? (Veri Delisi)

Notes from 2024 Bitcoin Conference (Verge)

Don’t act on your panic (Edgy Optimist)

China’s move away from USD (Oil Price)

The Marathon approach to investing (Terry Smith)

Some stuff I am reading today morning:

RBI likely to hold rates ( DH )

SEBI tightens noose around PNs ( BS )

SEBI should permit listing of NSE ( Money Life )

Arrest warrant against fund manager Devina Mehra ( BW )

Ultratech Vs Ambuja ( BT )

Company: Dairy Day ( Forbes )

On the Yen Carry trade ( Value Investing )

A few little ideas ( Morgan Housel )

Lean years in Investing ( Prem Watsa )

Humans are not built for investing ( Big Picture)