Alpha Ideas

Some stuff I am reading today morning:

Cabinet hikes LPG subsidy (BS)

Higher US rates continue to weigh on Indian markets (FE)

EM bond yields are sending a worrying signal (Bloomberg)

Higher oil prices threaten profit margins (Rediff)

Company: MediaTek (Forbes)

Polygon in trouble (Decrypt)

Himalaya Wellness Vs The Liver Doc (Money Life)

Higher for Longer Vs Stock Market (Common Sense)

The sustainable secret of the Battery world (Collab Fund)

Investing in an age of disruption (Tsai Capital)

Some stuff I am reading today morning:

Something is breaking in financial markets (CNBC)

Unabated FPI selling pulls indices to one month low (BS)

IHC increases stake in Adani Enterprises (BT)

Exuberance in SME IPOs (FE)

Private Capital chasing mid-sized Indian banks (Forbes)

Why rates are rising (Larry Swedroe)

Precious Metals feel the heat (Oil Price)

Interview with Jamie Dimon (The Street)

Interview with Cathie Wood (Morningstar)

Memo: Beyond the Landing (GMO)