Alpha Ideas

Some stuff I am reading today morning:

Retail Inflation hits 2 year low (BW)

India’s GDP reached $3.75 Trillion (Fortune)

Gujarat braces for cyclone ‘Biparjoy’ (BS)

SEBI bars Subhash Chandra, Punit Goenka from Directorship (BT)

Stock Talk: Hindustan Aeronautics (Forbes)

Interview with Abhisar Jain (ET)

Will Tatas steal the semiconductor show? (BI)

The day the Treasury topped (TRB)

The 8 Fundamental Investing Mindsets (Portfolio Charts)

The great $ paradox (DR)

Some stuff I am reading today morning:

Peak power demand touches new high (FE)

Sequioa Capital to sell entire 10% stake in Go Fashion (BT)

What’s behind India’s milk crisis? (Fortune)

Bank: Capital Small Finance Bank (BI)

Interview with Kenneth Andrade (MC)

Stock markets back in Fantasyland (Herb Greenberg)

75 D2C Brands that are disrupting India’s consumer market (Inc42)

Whisky & Oranges & Coinbase (Net Interest)

Crypto Inc is illegal now (Axios)

Wealth: 5 Formulas & a Receipe (Sapient Capital)