Alpha Ideas

Some stuff I am reading today morning:

Market volatility at 15 month high (DH)

Oil Risk Premium wanes (Oil Price)

India could export ammunitions over 60,000 Cr (BW)

India aims to be the AI use-case capital of the world (MC)

Vedanta’s $13 Billion debt woes (Fortune)

Why foreign financial services firms have not succeeded (Money Life)

Busting the myths around Indian household debts (ORF)

Startup: The Sleep Company (Forbes)

Is it time to get bullish on China? (Sherwood)

Open Letter to Alibaba Group (Sid Choraria)

Some stuff I am reading today morning:

Israel launches strikes on Rafah ( CNBC )

BSNL to roll out 4G services across India (HT )

Household savings plunge to 5 year lows ( FE )

The 100 Day agenda of Modi 3.0 ( Fortune )

MF stake in listed cos at all time highs ( DH )

Boom Time for Breweries ( Rediff )

Concerns about SEBI regulations on market rumours ( Leap )

Gold is over valued now ( Market Watch )

The boom in Zero Day options ( Yahoo Finance )

How to find a partner like Charlie Munger ( Alchemy )