Alpha Ideas

Some stuff I am reading today morning:

China & HK stocks lost $5 Trillion in last 3 years (CNBC)

India factory growth at 16 year high (FE)

SEBI chief changes tune on market valuations (BS)

IPO Watch: Bharti Hexacom (NDTV Profit)

PE investments in India plummet to 6 year low (Rediff)

Turbulent times at Vistara (Forbes)

Interview with Terry Smith (Daily Telegraph)

Interview with Larry McDonald (The Market)

Tracking the Metals boom (DR)

Observations from China (East Wind)

Some stuff I am reading today morning:

What 10 years of Modi Rule meant for India’s economy (NY Times)

IMD predicts very hot summer this year (BT)

Shares worth 1.47 Lakh Crore to enter markets (MC)

Gold prices hit new record high (CNBC)

AU & Fincare Small Finance Banks Merge (NDTV Profit)

Aditya Birla Fashion to demerge Madura (HT)

L&T’s Tech Avatar (Fortune)

Pharma MNCs look towards India (Rediff)

Everything is obvious (BI)

Overcapacity in China (The Market)