Alpha Ideas

Some stuff I am reading today morning:

Rupee at all time lows ( DH )

On stake sale of IDBI Bank ( BS )

Double fee for not affixing FASTag ( HT )

Nifty 50 Index is a bit of a mirage ( Rediff )

Stock Talk : India Cements ( BI )

Talk on Floats ( Fundoo Professor)

The winners from US-China decoupling ( Climateer )

Oil & Gas are here to stay ( Oil Price )

The future of Blockchain Data ( Tomasz Tunguz )

Makes you think ( Morgan Housel )

Some stuff I am reading today morning:

Will budget trigger a correction? (BI)

Microcaps outperform mid/smallcaps (Rediff)

SME IPOs may face regulatory tightening (FE)

The optics are wrong for Modi 3.0 (Money Life)

GVK Power & Infra declared bankrupt (BW)

Company: Sobha Realty (Forbes)

Global battery demand to quadruple by 2030 (Fortune)

Your EV battery may come with an Aadhar No (HT)

Defense is Offence (Invariant)

Rebalancing is for reducing risk, not improving returns (Morningstar)