Alpha Ideas

Some stuff I am reading today morning;

Only Nifty 50 to be available for weekly derivatives trading ( BT )

SEBI extends deadline for direct payout of securities ( DH )

The bubble in SME IPOs ( BW )

UPI transaction volume rises 52% ( FE )

Hydrogen is key to India’s energy transition ( Fortune )

Israel’s economy under strain ( CNN )

Starup : Statiq ( Forbes )

Choose your influences carefully ( Josh Brown )

The hidden cost of index replication ( Larry Swedroe )

Valuation is an exercise in faith ( Aswath Damodaran )

Some stuff I am reading today morning:

A look at Ratan Tata’s life & legacy( BS )

A tribute to Ratan Tata ( Rediff )

RBI Governor’s Statement ( RBI )

Festive hopes fade for India’s gold industry ( DH )

Markets stare at $19 Billion outflow ( Forbes )

Bearish sentiments at record high levels BW )

Company : ITC ( Fortune )

Commodity : Gold ( DR )

Letter to Investors Q2 FY25 ( Solidarity)

Are Institutional Investors meeting their goals? ( CFA Institute)