Alpha Ideas

Some stuff I am reading today morning:

Tata Group’s 25,000 Cr Chip plant to get Govt nod (FE)

Fat Foreign Capital to come to India (BT)

Tatas mull spinoff of battery business (HT)

Mahindra group aims for 10x growth in 5 years (NDTV Profit)

Stock Talk: Nykaa (Rediff)

Disney’s push into gaming (Super Joost)

Why not 100% Equities ? (Cliff Asness)

The devil within lifecycle strategies (CityWire)

The power of negative thinking (Climateer)

The cost that’s never counted (DR)

Some stuff I am reading today morning:

Bike Taxis get Centre’s approval (BS)

Japan’s economy slips into recession (CNBC)

IRDAI issues draft rules for ‘Bima Sugam’ (Fortune)

India’s Natural Gas consumption to triple by 2050 (Oil Price)

On India’s EV market (MC)

Adani Green begins generation from world’s largest energy park (BT)

PSU Stock rally can continue (NDTV Profit)

Company: Himadri Speciality Chemicals (BI)

How to use real estate in your portfolio (Morningstar)

Is War good for the markets? (Big Picture)