Alpha Ideas

Some stuff I am reading today morning:

Foreigners turn cautious on Indian Stocks (BS)

India’s road to $5 Trillion Economy (CNBC)

Patanjali offers 830 Cr for Rolta India (MSN)

Paytm Payments Bank Pinch (Forbes)

Adani Group to begin copper production (BT)

Worst not over for Bank stocks (Rediff)

Stock Talk: SBI (NDTV Profit)

Don’t say ‘Goldilocks’ (DJB)

Nothing is more bullish than All time Highs (Irrelevant Investor)

The art market’s unsavoury practices (Climateer)

Some stuff I am reading today morning:

On Interim Budget 2024 ( Fortune )

Interim Budget : Vision for 2047 ( HT )

Byju’s investors want to oust Founders ( FE )

Paytm has lost more than its Bank ( NDTV Profit )

Stock Talk : Adani Ports ( BT )

Gold demand hits record highs in 2023 ( CNBC )

Interview with Bill Nygren ( The Motley Fool )

4 steps to craft a hands off portfolio ( Morningstar )

AI may make markets less rational ( Climateer )

Wall Street’s Narrative Vs Reality ( DR )

Some stuff I am reading today morning:

Action against Paytm Payments Bank ( RBI )

Paytm response to RBI restrictions ( BSE )

Interim budget today ( Forbes )

US Fed keeps rates unchanged ( BS )

US Fed unlikely to cut rates in March ( CNBC )

Saudi Arabia’s capacity U Turn ( Reuters )

Mad market or Sad Market ( Nooresh Merani )

On Animal Spirits ( Jim Chanos )

Big Tech’s AI Hype Machine ( Felder )

The Thin Line ( Ted Lamade )