Alpha Ideas

Some stuff I am reading today morning:

JP Morgan is adding India to its EM Bond Index (MC)

Nirma buys Glenmark Life Sciences (Rediff)

Tesla proposes EV battery storage factory in India (BS)

Canadian funds hold over $30 Billion in India (FE)

Lohum ties up Nepal’s EV recycling market (Saur Energy)

Duopoly in Indian skies (Forbes)

India auto ancilliary cos impacted by US Auto workers’ strike (Fortune)

US Tech IPOs get poor response (CNBC)

Business Analysis of Tyre Manufacturing Cos (Dr Vijay Malik)

Higher rates, maybe forever (DR)

Some stuff I am reading today morning:

Fed holds rates steady (The Street)

SJVN OFS to begin today (MC)

Adani Green & Total Energies form JV (Fortune)

Why HDFC Bank is under performing (FE)

Akasa Air in state of crisis (Rediff)

Tensions between India, Canada spark trade concerns (Toronto Sun)

How Apoorva Mehta stuck gold with Instacart (Forbes)

How likely is a 12% Indian Equity return (Calm Investor)

Anything can happen at any time (Tony Isola)

Jehoshaphat Research: Activist short seller (II)