Alpha Ideas

Some stuff I am reading today morning:

Japan’s Nikkei hits new high after 34 years (Axios)

Govt considering MSP for sugar (FE)

Nifty expected to have 14% earnings growth for few years (NDTV)

KKR to raise infra bet in India (BS)

PM Modi’s dream for AMUL (Rediff)

AB Group launches paints business (MC)

Uber CEO explains why India is one of the toughest markets (HT)

Indus App Store Vs Google Play Store (Fortune)

All Time Highs are historically bullish (Big Picture)

The China oil boom (Monetary Sceptic)

Some stuff I am reading today morning:

Cabinet clears hike in sugarcane FRP by 25 Rs (BS)

Air India-Vistara merger awaiting regulatory approvals (Fortune)

Who is vying for Paytm Payments Bank? (NDTV Profit)

Byju’s $200 million rights issue fully subscribed (Rediff)

Interview with GQG’s Rajiv Jain (Prashant Nair)

Interview with Jeffries’ Chris Wood (MC)

Europe set for 50 TWh solar boom (Oil Price)

How to use alternatives in your portfolio (Morningstar)

The New Era of market commentary (Josh Brown)

Venture Capital & Free Lunch (Not Boring)